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Financial Planning Specialist

2 months ago

Cardiff, Cardiff, United Kingdom Churchill Executive Full time
Key Responsibilities

As a key member of our team, you will be responsible for ensuring the quality of para-planning work produced by paraplanners/trainee paraplanners and outsourced para planners. This will involve acting as a point of contact for queries related to para-planning work, receiving and carrying out instructions from meeting notes/tasks from financial planners, and interpreting data obtained by planners during client meetings.

Key Tasks
  • Receiving and carrying out instructions from meeting notes/tasks from financial planners
  • Interpreting data obtained by planners during client meetings and establishing with the planner via debriefings the correct recommendations to be taken
  • Analysing data received by clients and providers, using research tools to provide solutions to meet client needs and objectives
  • Writing suitability letters and financial planning reports that are accurate, personalised and match the client's objectives
  • Providing all appropriate appendices, illustrations, applications and key features documentation for suitability letters and reports
  • Implementing agreed actions from authority to proceed notifications, including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades
  • Completing annual ISA reporting to ensure all clients (where applicable) has utilised the annual ISA allowances
  • Participating and contributing to the investment committee meetings
  • Maintaining continuous professional development to keep up to date with legislation and product changes
Requirements

We are looking for a highly skilled and experienced individual who holds the Diploma in Financial Planning or equivalent. You will also need to have good IT skills and an excellent telephone manner. Continuing professional development (CPD) is essential to develop skills and knowledge.