A well established and highly successful financial planning practice are looking to recruit into their technical team.
They need an individual that is chartered or close to achieving the chartered milestone. At least 5 years experience (current) of offering technical support to busy financial planners.
Salary to £55,000.00 plus benefits and bonusesHybrid- 2 remote based days per weeksFlexi time/ core hour working.
Duties:
- Receiving instructions during debriefings from advisers following client meetings.
- Interpreting data obtained by advisers during client meetings.
- Analysing data and using research tools to provide solutions to meet client needs and objectives.
- Providing records to support research undertaken.
- Consolidation of client needs and objectives, recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document.
- Carrying out all tasks in a manner consistent with compliance procedures.
- Preparation of existing client files ready for reviews.
- Ensuring all client files are compliant on an ongoing basis
- All business related administrative duties
Please apply for further details
JBRP1_UKTJ
