Published
24th November 2021
Location
Beaconsfield
Job Type
Salary
£35,000-£45,000

Description

We are currently recruiting for a Financial Planning practice in Beaconsfield who are looking for an experinced Paraplanner or Trainee Financial Adviser to join their team.

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.

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