CMD Recruitment
08 Apr 2018
20 Apr 2018
Contract Type
Full Time
Working in our lovely modern offices in central Bath.

The successful candidate will demonstrate a strong background as a Paraplanner and will ideally hold a professional qualification such as CeFA / FPC / CF1-5 or be Diploma / Level 4 / DipPFS qualified, although this is not essential.

Your responsibilities will include, but not be limited to:

- Undertaking general administration, technical support and back up to the Financial Adviser/Partner

- Undertaking technical research and financial analysis to allow the Financial Adviser/ Partner to identify suitable solutions for the Client

- Identifying areas for planning

- Reviewing / analysing investment portfolio / asset allocation / risk profile etc.

- Completing/producing Financial Planning Reports and recommendations for the Financial Adviser/Partner

- Writing bespoke compliant and comprehensive suitability reports for the Financial Adviser/Partner

- Preparing the Financial Adviser/Partner for client meetings (as well as attending client meetings where needed)

- Writing bespoke annual review reports for the Financial Adviser/Partner

- Handling technical client queries

- Ensuring appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures

- Liaising with Product Providers

- Discussing clients aims & objectives with Financial Adviser/ Partner, considering investment strategy with regard to client risk profile

Person Specification:

- Understanding of the Financial Advice process

- Able to work within defined business processes

- Ability to achieve agreed outcomes without supervision

- Prioritise and plan own workload

- Detailed and accurate

- Articulate

- Excellent interpersonal skills, both written and verbal

- Ability to adjust quickly to changing legislation within the industry

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