Supporting Financial Advisers Role
2 weeks ago
Benchmark Capital is seeking a highly skilled Supporting Financial Advisers Role professional to join our team on a full-time permanent basis.
About the RoleThis role involves supporting financial advisers in various areas, including pensions, tax, and investment management. The successful candidate will be 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 estimated salary range for this role is around £50,000 per annum based on location and industry standards.
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