Salary: Negotiable DOE
In this role you will be working with the Financial Planners and the Client Support team to provide the client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance.
Preparing and maintaining the client file
Identify and collect any outstanding relevant quantitative information required to compile a financial plan.
Check all compliance paperwork is present.
Confirm client’s risk profile.
Discuss and establish client objectives with the Planner.
Identify and obtain the information necessary to compile a financial cash flow forecast.
Compile draft net worth statement; income and expenditure statements and financial cash flow forecast and discuss with the Financial Planner.
Qualifications and capabilities:
Previous experience within a financial services role, ideally in a financial planning practice environment.
Minimum QCF Level 4 Qualified (i.e. CII Diploma in Regulated Financial Planning or ifs Diploma for Financial Advisers or equivalent) and working towards QCF Level 6. CII Certificate in Paraplanning or IFP Accredited Paraplanner designation will be an advantage.
Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure.
Good knowledge of Microsoft Office/IT skills.
Working knowledge of Iress, Financial Express Analytics and Voyant/Moneyscope cash flow systems.
Good planning and organisational skills, with the ability to organise and prioritise workloads.
*Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner
If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career