Senior Financial Planning Manager

6 days ago

Cardiff, Cardiff, United Kingdom Churchill Executive Full time
Job Description

**Job Title:** Senior Paraplanner/Technical Manager

**Company:** Churchill Executive

**Job Summary:

We are seeking a highly skilled and experienced Senior Paraplanner/Technical Manager to join our team. As a key member of our financial services team, you will be responsible for providing expert advice and tailored services to our clients, helping them achieve their long-term financial goals.

Key Responsibilities:

  • Monitor the quality of para-planning work produced by paraplanners/trainee paraplanners and outsourced para planners.
  • Act as a point of contact regarding queries in relation to para-planning work.
  • Receive and carry out instructions from meeting notes/tasks from financial planners following client meetings.
  • Interpret data obtained by planners during client meetings and establish with the planner via debriefings the correct recommendations to be taken.
  • Analyze data received by clients and providers, then use research tools to provide solutions to meet client needs and objectives.
  • Write suitability letters and financial planning reports that are accurate, personalized, and match the client's objectives.
  • Provide all appropriate appendices, illustrations, applications, and key features documentation for suitability letters and reports.
  • Implement agreed actions from authority to proceed notifications, including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades.
  • Complete annual ISA reporting to ensure all clients (where applicable) have utilized the annual ISA allowances.
  • Participate and contribute to the investment committee meetings.
  • Keep up to date with legislation and product changes by attending and maintaining continuous professional development.
  • Adhere to the 6-step process of financial planning.

Requirements:

  • GCSEs Grades (A-C/1-3) in Mathematics and English.
  • Diploma in Financial Planning or equivalent.
  • Good IT skills.
  • Excellent telephone manner.
  • Continuing Professional Development (CPD) to develop skills and knowledge.

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