We are currently recruiting for a Financial Planning practice in Upminster who are looking for a Paraplanner who is looking to move into a Financial Adviser to join their team. They are looking for someone who is ready to take that next step into Financial Advice. Must be Level 4 qualified.
Purpose
*To provide financial planning reports for clients following adviser client meetings
*To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff
Main functions
*Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst
*To write-up comprehensive financial planning reports as agreed with adviser
*Obtain KFIs, product information and provider application forms for adviser for new business
*To deal with client enquiries and respond in a professional and courteous manner
*To maintain and update client information on back office systems
Detailed tasks and requirements
*Provision of technical financial planning reports for clients using our templated report as a guide having agreed the key objectives, plan and recommendations with the adviser following the client meeting
*Write client letters relating to the annual reviews that are conducted by the adviser with a summary of the clients financial situation, agreed actions relating to the portfolio and any further planning or arrangements to be undertaken
*Make appointments with clients for adviser
*Attend client meetings with adviser and take notes
*Update back office systems
Other key tasks
*Provide technical information on policies and plans to clients and team members as required in writing
Knowledge and experience
*Back office system experience use such as IRESS, use of software research systems for products and funds, cashflow planning and pensions switching tools
*High technical knowledge of financial services products and financial markets
*Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax
Qualifications
*Minimum A level education, preferably University degree
*Diploma in financial services, preferably working to or achieved chartered
*Highly proficient on word and excel
Key Skills/attributes
*Clear and articulate verbal communication skills
*Highly motivated to succeed
*Strong ability with written grammar
*Good telephone manner
*Smart and professional presentation
*Ability to work in a small team
Opportunity
This is an opportunity to join a small firm of independent financial advisers supporting the managing partner and one other chartered adviser with a view to career progression to adviser and potentially partnership involvement if desired. Clients are high net worth individuals who expect a high level of personal service and have been introduced by other professionals such as accountants and solicitors.
Attractive remuneration package which includes employee benefits.