Paraplanning Professional
7 days ago
A respected financial planning practice is seeking an experienced technical support specialist to join their team. In this role, you will provide vital support to their financial planners and contribute to the success of the company.
The ideal candidate will have significant experience in technical support and be able to adapt to the company's procedures. This is a great opportunity to work with a well-established company in the financial sector.
Salary: £55,000.00 per annum, plus benefits and bonuses
Job Description:
- Receiving instructions from advisers during debriefings 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
- Consolidating client needs and objectives, recommendations, and course of action in a written format via a suitability letter, client-specific illustration, and key features document
- Carrying out tasks in a manner consistent with compliance procedures
- Preparing existing client files ready for reviews
- Ensuring all client files are compliant on an ongoing basis
- Performing all business-related administrative duties
Key Requirements:
- Chartered or close to achieving the chartered milestone
- At least 5 years of experience in offering technical support
Benefits:
- Hybrid working arrangement (2 remote-based days per week)
- Flexi-time/core hour working
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