Key Responsibilities
• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
• Carry out any necessary technical research
• Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they
are kept accurate and up to date at all times
• Work with the Financial Planner to ensure the correct client outcome in achieved
• Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
• Manages own workload to meet personal targets
• Communicate effectively with the Financial Planners to manage expected delivery dates
Professional Qualifications and Education
• Level 4 Diploma in Financial Planning (DipPFS) minimum
• A desire to develop further and to undertake relevant examinations and working towards Chartered status