7IM Princes Risborough, England, United Kingdom
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7IM Princes Risborough, England, United Kingdom
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* Working closely with advisers across the 7IM group with complex advice cases and support the wider support team with technical queries, training and client queries and support.
* The role is based in Edinburgh.
Purpose
* Working closely with advisers across the 7IM group with complex advice cases and support the wider support team with technical queries, training and client queries and support.
* The role is based in Edinburgh.
Responsibilities
* Prepare and write advice reports of the highest quality covering a broad range of financial planning topics including pensions, offshore bonds, and specialist tax-efficient investments such as Business Relief, EIS and VCTs.
* Undertake technical research and analysis of clients existing products and investments, with findings to be presented in a detailed advice report.
* Work collaboratively with the financial planners to create bespoke planning solutions for new and existing clients and be prepared to challenge when required.
* Discuss client objectives with financial planners, identifying where further necessary client information is required, to prepare robust advice reports.
* Draft research documents to explain complex technical issues in a simple manner.
* Assist in compiling financial planning and investment proposals, taking responsibility for any additional bespoke work being proposed such as cash-flow modelling.
* Maintain compliant advice files in Practice Management System (Xplan).
* Work alongside the support team to provide technical assistance relevant to any new business or servicing of existing clients, ensuring the highest level of client service is delivered.
* Assist in the training and mentoring of paraplanners and graduates, sharing knowledge and expertise within the team.
* Liaise with third party stakeholders such as accountants, lawyers, and service providers where relevant to provide/obtain information for mutual clients.
* Keep up to date with FCA rules and regulations.
* Participate in any projects and relevant business initiatives when required.
* Complete monthly compliance modules in timely fashion before deadlines
* Continually look at ways to enhance operational systems and procedures to maximise efficiencies e.g. Xplan (practice management system).
* Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and update/create procedures as and when required.
* Subscribe to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives.
* Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices.
* Other duties, as reasonably required by the line
Skills
About You
* Accuracy and attention to detail when writing reports.
* Organisation of own workload to meet deadlines.
* Client focused, delivering a high standard of client service.
* Must be proactive and able to use initiative.
* Good communication skills, both oral and written.
* Ability to work with minimum supervision whilst managing multiple and conflicting deadlines.
* Adaptive to change.
* Proficient in standard industry advice and research tools, for example: Selectapension, Cashflow Modelling (preferably Fincalc), FE Analytics.
* Proficient in MS Word/Excel.
Knowledge
* Minimum of 2-3 years in a Paraplanning role or equivalent.
* Experience of Defined Benefit Pension advice.
* Understanding of the annual FCA ongoing suitability process and experience providing support with this.
* Knowledge of Xplan (or similar practice management systems) would be beneficial.
* Good working knowledge of all Microsoft office applications specifically Excel.
Qualifications
* Candidates must have attained minimum Level 4 Diploma in Financial Planning (or equivalent) with desire to achieve Level 6 and Chartered status.
Other relevant information
* Reports into Technical Paraplanner Team Leader.
About Us
Not Specified
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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