Job Description

This client provides a unique, socially/environmentally sustainable approach to advice, with the importance of values being at the heart of their business. They have an excellent reputation within the industry and are looking to expand their team in a period of growth.

You will have the opportunity to directly support a Financial Adviser who works with long-standing clients. You will be trained in some Paraplanner responsibilities such as: Research, Reports & Recommendations.

You are able to progress in this position through guided professional development plans, and the full support to take Financial Planning exams.

Role Responsibilities:

• Support and oversee a number of client related systems and processes, ensuring an end to end delivery of outstanding support service to clients
• Act as the point of contact between Financial Planners, Paraplanner and Clients
• Processing new business & preparing pre & post meeting review packs
• Sitting in on client meetings
• Producing supervised research & suitability reports
• Adhere to data protection & FCA regulations

Required Knowledge, Skills, and Abilities

At least 1 year’s experience in a Financial Planning Administration role. Exams obtained towards the Level 4 Diploma in Financial Planning. Proven experience of providing quality support to Financial Planners & Paraplanners. Excellent interpersonal and organizational skills. Experience using IT Systems and Software including platform/provider websites and portals.