Location
BATH
Salary £25000 - £33000 TypePermanent WorkplaceOn-Site Ref83544
Recruiter Managing This Role
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
1. Act as first point of contact for clients regarding any technical queries and as the technical interface between clients and Financial Planners
2. Preparation of client review paperwork to include fund and product research using appropriate financial systems
3. Compilation of financial cashflow forecast
4. Analysis, monitoring and reporting in respect of investment valuation reports, to include SIPP drawdown analysis, existing policy analysis and portfolios
5. Liaise with Product Providers / Third Parties regarding any technical queries
6. Review asset allocation for any Platform based holdings
7. Liaise with Financial Planner to provide briefing for any updates/recommendations for client portfolio
8. Attend client meetings with the Financial Planners, as required
9. Preparation of required suitability reports, including solution design in conjunction with the Financial Planner
10. Obtain key features documents, factsheets, illustrations and Exchange quotes through appropriate source
11. Ensure effective communication between Financial Planner, Technical Support and PA to ensure a continued professional service is provided to clients at all times
12. Comply with compliance procedures, TCF, Data Protection and FSA Regulations at all times to ensure regulatory requirements.
Experience and Skills:
13. Previous experience of working in similar role within financial services
14. Practical application of technical financial knowledge within career
15. Previous data research and report writing experience within financial services
16. Working towards the Level 4 Diploma in Financial Planning
17. Good understanding of the Financial Planning process
Synonyms: Paraplanner
*Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner