You will be a technical subject matter expert on all elements of financial planning incorporating estate and legacy planning, pension planning for both accumulation and access, and other advice needs of our high-net-worth clients. You will be supporting the Financial Advisers by answering queries, helping formulate the client solution including how to document this in a compliant client file and completing calculations to support the provision of accurate financial advice.
The role will require you to update and approve technical factsheets, marketing material, sales documentation and training materials as well as support with the ongoing maintenance and development of a suite of calculators used in the advice process.
The role will involve taking responsibility for the following:
Support the business by providing technical sign off on advice related to, Financial Promotions, Presentation material, Website material, Training and Relevant complaints calculations
Managing technical queries from Financial Advisers and wider business
Maintaining in depth knowledge of taxation, regulation, products and core clients pension schemes so queries can be resolved efficiently and accurately
Guiding Financial Advisers in determining correct advice and creating a compliant client file
Informing new Financial Advisers of the standards expected by the business and supporting them to achieve competence
Provision of a support function to Financial Advisers queries and calculations
Completion of unusual and technically complex calculations which can't be supported by our calculation engines
Review and sign off for calculations completed by less experienced and knowledgeable individuals within the business
Provide a quality assurance function for calculations completed by Financial Advisers, Paraplanning and the wider business
As a technical expert you will proactively look to engage colleagues within the business to enhance their knowledge and capabilities to lift our technical expertise and help build our specialism
Good understanding of financial products, legislation, taxation and regulations
Qualified to Diploma in Regulated Financial Planning or equivalent.
Strong Excel skills allowing creation of spreadsheets to complete clients personalised calculations.
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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