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Bath, UK

£35000 Per Annum

Permanent (Full time)

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Are you an experienced Paraplanner? Are you looking to enhance your career with more technical challenges?

  • In this role you will act as a technical support to deliver professional quality written report documentation for Financial Planners and their clients in accordance with the company and regulatory requirements.

  • Ideally you will have a background in a similar role with Financial Services qualification too.

  • Key Responsibilities & Main Tasks

  • Act as first point of contact for clients regarding any technical queries and as the technical interface between clients and Financial Planners

  • Preparation of client review paperwork to include fund and product research using appropriate financial systems

  • Compilation of financial cashflow forecast

  • Analysis, monitoring and reporting in respect of investment valuation reports, to include SIPP drawdown analysis, existing policy analysis and portfolios

  • Liaise with Product Providers / Third Parties regarding any technical queries

  • Review asset allocation for any Platform based holdings

  • Liaise with Financial Planner to provide briefing for any updates/recommendations for client portfolio

  • Attend client meetings with the Financial Planners, as required

  • Preparation of required suitability reports, including solution design in conjunction with the Financial Planner

  • Obtain key features documents, factsheets, illustrations and Exchange quotes through appropriate source

  • Ensure effective communication between Financial Planner, Technical Support and PA to ensure a continued professional service is provided to clients at all times

  • Comply with compliance procedures, TCF, Data Protection and FSA Regulations at all times to ensure regulatory requirements

  • Experience and Skills:

  • Previous experience of working in similar role within financial services

  • Practical application of technical financial knowledge within career

  • Previous data research and report writing experience within financial services

  • Fully Diploma qualified with at least one AFPC paper (ideally G10 or G60 or equivalent AF qualifications)

  • Good understanding of the Financial Planning process and cashflow modelling

  • Synonyms: Paraplanner

  • \*Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

  • If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career

Posted 105 days ago

This job has expired.
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This job has expired.
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