Role responsibilities
- Analysis of new and existing client’s current personal and financial circumstances and objectives
- Technical support to our Advisers
- Writing and Producing detailed Suitability Reports
- Communicating with our clients
- Cash flow modelling / risk profiling
- Preparing annual client reviews and meeting documents with Advisers
Skills and experience
- Level 4 Diploma qualified or working towards this
- Previous experience as a Paraplanner
- Ability to prioritise workload
Person specification
- Well presented, professional and articulate with excellent interpersonal skills
- Excellent attention to detail
- Excellent time management, organisational and administrative skills
- Demonstrate the ongoing use of initiative
- Confident, personable and approachable disposition
- A proactive approach and the ability to think ahead and forward-plan
- A proven ability to prioritise and manage a varied workload
- Ability to communicate professionally and respectfully with all whom you interact
- Strong communication skills, both verbal and written
- Ability to work effectively under pressure while maintaining a level-headed and calm approach in all situations
Benefits
- Salary is competitive
- 25 days annual leave including the opportunity to buy and sell holiday
- Workplace Pension
- Private Health Insurance
- Life Assurance at 4x Salary
- Income Protection Cover
- Optical Care vouchers and many more benefits and discounts
