Have you got expereince with some Paraplanning or IFA Adminitration at present? Are you looking to build you technical knowledge up with a range of cases in an IFA firm?
In this role you will work towards a full diploma and build up the cases your are making reports on.
Ideally you will have a background in a similar role with Financial Services qualifications too.
Key Responsibilities & Main Tasks
- Act as first point of contact for clients regarding any technical queries and as the technical interface between clients and Financial Planners
- Preparation of client review paperwork to include fund and product research using appropriate financial systems
- Compilation of financial cashflow forecast
- Analysis, monitoring and reporting in respect of investment valuation reports, to include SIPP drawdown analysis, existing policy analysis and portfolios
- Liaise with Product Providers / Third Parties regarding any technical queries
- Review asset allocation for any Platform based holdings
- Liaise with Financial Planner to provide briefing for any updates/recommendations for client portfolio
- Attend client meetings with the Financial Planners, as required
- Preparation of required suitability reports, including solution design in conjunction with the Financial Planner
- Obtain key features documents, factsheets, illustrations and Exchange quotes through appropriate source
- Ensure effective communication between Financial Planner, Technical Support and PA to ensure a continued professional service is provided to clients at all times
- Comply with compliance procedures, TCF, Data Protection and FSA Regulations at all times to ensure regulatory requirements.
Experience and Skills:
- Previous experience of working in similar role within financial services
- Practical application of technical financial knowledge within career
- Previous data research and report writing experience within financial services
- Working towards the Level 4 Diploma in Financial Planning
- Good understanding of the Financial Planning process
*Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner