The successful candidate will work closely with the Financial Advisers by providing technical support in the process of servicing their Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements. After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning Reports

The role will involve taking responsibility for the following:

Writing Financial Planning Reports that our Advisers present to clients

Supporting the Advisers by conducting research on products and helping find the right solutions for our clients

Assisting with reviews and customer requests

Arranging for plans to be submitted to provider companies

Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant

Illustration requests

Keep up to date with financial products and legislation,

Comply with all company and industry guidelines, rules and regulations

Key Requirements:

QCF Level 4 Financial Services qualification with desire/ambition to attain Chartered status.

Experience with working in a "Whole of Market" Financial Advice firm

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

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