About us
We have over 25 years of experience providing expert financial advice for both businesses and individuals. Our aim is to provide a high level of service. We believe keeping a small dedicated professional team around us ensures continuity and quality. We know that ‘our advice is our company’. As a result of this our business has thrived.
Role
- Preparation of suitability letters covering investments, pensions, inheritance tax and protection – delivering accurate, well-drafted and compliant advice
- Undertaking research to reach conclusions and recommendations for clients
- Assisting and supporting the head of department as and when required
- Working within and contributing to the paraplanning team and their processes, helping to further develop these
- Embed change, review, and feedback
- Preparing Cash flow planning forecasts
- Involvement in the company’s research processes as required
- Providing technical resource and research to the adviser and management team
- Working with the sales support and adviser to achieve good client outcomes
- Working with compliance to continually improve procedures and ensure advice and client files meet FCA standards
- Keep up to date with legislative and industry changes that will affect the business and its clients
Candidate
- Level 4 Diploma in Financial Planning / Regulated Financial Planning or equivalent, or near completion of
- Previous financial services experience
- Good knowledge of investment products, taxation and pensions
- Strong analytical, research and report writing skills
- Initiative and problem solving
- Excellent attention to detail
- Able to prioritise and plan own workload
- Excellent communication and interpersonal skills, both written and verbal
- Ability to multi-task and prioritise effectively
Essential Skills
- Experience working within financial services
- Level 4 diploma in financial planning
- Excellent attention to detail
Desirable skills
- Experience with Intelligent Office
Package
- Salary Range – Competitive, depending on experience & qualifications
- Pension Contribution
- 25 days holiday
- Monday – Friday 9.00 – 17.00
