We are seeking a motivated and detail-oriented individual to support our Financial Planners in delivering a fully compliant, high-quality service to clients. This role offers a valuable opportunity to deepen your industry knowledge and gain experience in presenting financial research and recommendations to clients.
Key Responsibilities
Client Analysis: Conduct comprehensive analyses of client requirements, including the development of cash flow models and accurate data recording.
Financial Solutions: Design tailored financial planning strategies—covering investment, retirement, long-term care, tax, and inheritance tax (IHT) planning—supported by financial modelling and comprehensive reporting.
Recommendation Delivery: Prepare formal reports and recommendation letters, liaising with administrators as needed. Take ownership of client files and maintain accurate records within our back-office systems throughout the advice process.
Ongoing Reviews: Prepare and update regular client review documentation, including refreshed cash flow models and investment performance reports. Produce supporting materials such as discussion documents and financial models.
Client Engagement: Provide high-level service for clients' day-to-day needs through telephone, email, written correspondence, and in-person meetings. Actively participate in meetings, including presenting findings and recommendations.
Internal Coordination: Collaborate closely with the Financial Planning team to ensure all applications and provider documentation are prepared accurately and submitted in a timely manner. Maintain proactive client communication throughout the process.
External Collaboration: Work alongside other professional advisers—including solicitors and accountants—to execute agreed action plans and deliver cohesive financial solutions.
Requirements
Preferably Chartered Financial Planner status, or a strong commitment to working towards this designation.
Minimum Level 4 Diploma in Financial Planning, with a commitment to continuous professional development and staying informed on regulatory changes.
Ideally, at least four years of experience within the financial services industry.
Strong administrative, research, report writing, and verbal communication skills.
Excellent analytical and organisational abilities, with a preference for structured, methodical working practices.
Demonstrated commitment to ongoing learning and maintaining required CPD standards.
