Financial Adviser
3 weeks ago
An opportunity for an experienced financial adviser to join the digital revolution
My client is part of a larger fintech, offering digital advice to its clients, in particular, immediate retirement guidance to customers.
You will need to be a highly professional Financial Adviser, meeting all requirements for certification as an adviser under SM&CR. You will need to be technically sound across all financial planning areas, but especially at retirement.
You will also have a strong interest and passion for technology.
**Responsibilities**
- Checking (and initially signing off) Suitability Reports generated by digital advice systems prior to delivering to clients.
- Assisting customers with day-to-day queries and resolving any issues about the clients online 'fact find’, suitability reports or related administration.
- Contributing to ideas, product design specifications and ongoing improvement of the service.
- Support with operations and compliance as and when required.
- Helping to deliver straight forward, affordable and customer-focused retirement advice.
- Adhering to compliance and operations policies and procedures at all times.
**Experience**:
Certified Financial Planner/DipPFS as a minimum with CPD maintained from passing DipPFS to date and valid SPS.
- **This is not a sales role**. 5+ years technical, paraplanning or advisory experience in any role considered.
- Confident with all types of pension schemes and products and pension benefits.
- Happy working independently and comfortable being part of a small team.
- Chartered status or an intention to work towards this is highly desirable.
A wonderful chance to join this progressive, friendly and cutting-edge client.
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