A highly successful Financial Planning practice based in Bridgend are looking to add a technical professional to their back office team.
They are a holistic IFA firm and provide advice across a broad range of case types for both private and corporate clientele.
This is the chance to work with the existing technical team on some highly complex cases including a variety of pension transfers for HNW clients.
They have a strong reputation and are expanding at an impressive rate currently by offering their clients a top-quality service to allow them to make the best decision for them to improve their financial well-being.
Duties and Responsibilities :
Ascertain that procedures followed by the company are Compliant and follow the guidelines set out by the FCA Process and deliver Suitability reports for IFA’s
Provide recommendations to clients on Investments and Pensions based on your own research and to be able to support these recommendations with a coherent explanation Work effectively autonomously or as part of a team
Respond efficiently and effectively to requests from Company advisers and Management Assist in analytic work, including cash flow forecasting and investment analysis
Use of financial planning software tools
Develop productive working relationships with colleagues and clients
Previous experience providing technical support within an IFA practice environment
Level 4 Diploma Qualified and preferably a desire to work towards Chartered Status.
AF3, AF7, AF8 or G60 would be advantageous.
Good technical knowledge of Pensions, Investments and experience in the application of the rules of the FCA
Job Synonyms :
Paraplanner, Report writer, para-planner, pension transfers, pensions specialist,