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