Senior Client Advisor

3 weeks ago


Padiham, United Kingdom MERJE Full time

Job Description

In this role, you will be responsible for providing administrative support to our Advisers, including receiving instructions during debriefings from advisers following client meetings, interpreting data obtained by advisers during client meetings, and analysing data and using research tools to provide solutions to meet client needs and objectives.

Key Responsibilities

  • Receiving instructions during debriefings from advisers following client meetings.
  • Interpreting data obtained by advisers during client meetings.
  • Analysing data and using research tools to provide solutions to meet client needs and objectives.
  • Providing records to support research undertaken.
  • Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features document.
  • Carrying out all tasks in a manner consistent with compliance procedures.
  • Preparation of existing client files ready for reviews.
  • Ensuring all client files are compliant on an ongoing basis.
  • Carrying out research and analysing products and services that is appropriate to each client's financial circumstances.
  • Proposing and drafting financial solutions that meet each client's goals, needs and objectives.

Requirements

  • At least 3 years' experience working in a Paraplanning role, for a financial planning organisation.
  • Clear understanding of the financial planning process.
  • The ability to produce professional and technical reports, to support the advice process.
  • Able to work within defined business processes.
  • Ability to achieve agreed outcomes without supervision.
  • Prioritise own work load, and the work load of the Paraplanning team.
  • Ability to multi task and prioritise effectively.
  • Good level of technical knowledge of investments and Pensions advice.
  • Level 4 Diploma qualified in financial planning as a minimum.

Estimated Salary: £50,000 - £60,000 per annum (dependent on experience)


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