Wealth Support Executive
2 weeks ago
Who are Azets
The Senior (JF5) in the Wealth Management team.
We are looking for a Diploma qualified Para-Planner to join our team.
Working as part of the Financial Planning Support Team, you will need to provide high quality and accurate support to Financial Planners.
Core Skills:
- To provide technical and research support to the planners
- To assist the support team and compliance department when required
- Prepare suitability reports
- Prepare review reports
- Prepare summary of recommendations for processing team
- Ensure all recommendations meet with company standards
- Question the planner's recommendations if applicable
- Discuss any cases that are not clear with your line manager or compliance manager
- Collate (or complete) application forms
- Learn and maintain a detailed understanding of firm centralised investment proposition and relevant internal procedures
- Ensure client records are maintained and information is correctly recorded on intelliflo
Technical Skills:
- Financial Software Proficiency
- Financial Planning Software: Basic knowledge of tools such as Intelliflo Planning and CashCalc.
- Portfolio Management Systems: Introduction to software like FE Analytics 2. Data Entry and Management
- Excel: Basic proficiency in Microsoft Excel for simple data entry and basic functions
- Document Management Systems: Initial experience with systems like DocuSign, SharePoint, or Box for document handling
Financial Analysis and Reporting
- Basic Financial Analysis: Understanding basic financial concepts and being able to perform simple financial calculations
- Report Generation: Skills in generating basic suitability reports using templates and guidance.
Administrative and Organisational Skills
- Time Management: Developing skills in managing time to balance training with task completion
- Attention to Detail: Strong focus on accuracy and attention to detail in data entry and report preparation
- Document Handling: Learning to handle, scan, and file documents accurately
Essential experience
- CII Level 4 Diploma
- Experience in managing and delivering wealth management services to clients
- Paraplanning experience is essential
- Experience in using CRM systems and financial software
What's in it for you?
Our benefits include hybrid & flexible working, birthday leave, professional subscription and much more. You can find out more about how we reward our colleagues - Careers | Rewards And Benefits | Azets UK
Interested in hearing more about Life at Azets
Job Reference: AZ04730
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