Financial Planning Associate
3 weeks ago
We are seeking a highly skilled and experienced Financial Planning Associate to join our team at Benchmark Capital on a full-time permanent basis.
About the RoleThe role of Financial Planning Associate involves supporting financial advisers in various areas, including pensions, tax, and investment management. This technical paraplanning function is responsible for producing letters, reports, and supporting documentation for consideration by financial advisers.
Key Responsibilities:
- Champion the Treating Customers Fairly principles, upholding a duty of care towards clients.
- Maintain electronic client files for paraplanning, discussing objectives and work requirements with advisers.
- Conduct research, analysis, and data gathering, liaising with providers as needed for investments, pensions, and other products.
- Source quotes and associated client disclosure materials for client files.
- Draft Suitability Reports using financial planning software tools.
- Assist advisers and paraplanners with ad hoc requirements, from non-advice reports to annual review reports.
- Use in-house systems to track case progress, costs, and maintain an audit trail.
The ideal candidate will have previous experience in a similar role and hold a Level 4 Diploma Qualified (CII) or nearing completion. A strong understanding of retail investment, savings, pension, and protection products is also required. Excellent knowledge of suitability report content, format, and requirements is essential. Significant experience in composing suitability letters is necessary for this position.
The salary range for this role is £45,000 - £65,000 per annum depending on experience.
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