Job Responsibilities
* Conduct in-depth research on financial products, including pensions, investments, insurance, and tax strategies.
* Analyse client portfolios, identifying areas for improvement or opportunities for growth.
* Prepare detailed financial plans and recommendations tailored to client needs.
* Draft suitability reports and investment proposals based on advisor instructions.
* Ensure all financial plans and recommendations meet FCA regulatory requirements.
* Attend client meetings to gather and review information, including fact-finding and risk profiling.
* Provide clients with updates on their portfolios or plans as required.
Requirements
* Diploma in Regulated Financial Planning (Level 4) or working towards it.
* Previous experience in a paraplanning, financial planning, or advisory support role.
* Strong knowledge of financial products and services.
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