Full job descriptionEden Rose are working with a Chartered, independent and boutique Financial Planning firm in the City who are looking for someone to add to their Research and Analysis team, who undertake a blend of Paraplanning and Administration duties.
This role would suit someone with strong experience supporting Independent Financial Advisers in a similar role currently, and is actively working towards their CII 4 Level Diploma in Regulated Financial Planning (DipPFD) with a couple of exams obtained.
You will play an important role in supporting advisers with research, suitability report writing, new business processing and the preparation of compliant client files, helping to ensure clients receive accurate, high-quality financial planning advice.
Core responsibilities include:
*Writing suitability reports.
*Assisting Advisers with research.
*New business submissions, including utilising the CRM.
*Chasing letters of authority and liaising with providers.
*Studying for exams to reach Level 4.
Skills & Experience
*Ideally a minimum of three R0 exams passed, with a commitment to working towards the Diploma in Financial Planning (DipPFS).
*Relevant experience supporting multiple Independent Financial Advisers.
*Good technical knowledge of pensions and investments.
*Experience writing suitability reports
*Experience using investment platforms and liaising with pension providers.
*Strong Microsoft Word, Excel and PowerPoint skills.
*Degree-level education.
Salary & Benefits
*Salary is from £38,000 - £44,000
*Hybrid working, 3 days in the office post-probation
*Enhanced pension contributions
*A lucrative quarterly bonus scheme
*Exam study support
*Private medical and travel insurance.
*Gym membership
*Company events and annual trip