Financial Planning Analyst

* Paraplanning
- Financial Analysis
- Financial Planning
Job Role: Financial Planning Analyst (Level 4 or Chartered)
Location: Wokingham
Office based, Permanent, Full time

**Salary**: £40-55k Depending on Qualification level
As the Financial Planning Analyst for this growing Financial Advisory organisation you will benefit from working for a company who specialises in the financial wellbeing of their clients.
The team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole career in the wider finance industry.
This particular organisation specialise in pensions and family wealth planning and their mission is to give all of their client's financial security by offering the high levels of service and giving situationally based advice that's entirely focused upon individualneeds and requirements.
They have close links with all the major pension providers such as Transact, L&G, Aegon, Standard Life, Aviva and Prudential - to name a few. As a result they aim to offer high quality advice rather than maintaining a high number of clients; they are able tooffer a personal service, so when they pick up the phone, they know their clients by name.

**Responsibilities**:

- Responsible for collaborating with the Financial Advisers to prepare recommendations and produce suitability reports in line with company policy.
- Promoting the company's services in a professional and FCA compliant manner.
- Work with the administration team for pre-completion of documentation ready for clients to check and sign.
- Responsible for day-to-day paraplanning tasks - identifying what's required, where client cases have information missing or outstanding actions
- Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary.
- Working with the advisers and administrative team to obtain information for suitability reports and subsequently writing the report ready for adviser approval.
Experience & Skills
- 5 years Financial Services Paraplanning experience
- As a minimum have a Level 4 Diploma in Financial Planning or ideally be Chartered.
- Ability to write two multi-pension and investment suitability reports per week, or 5 simple suitability or review reports per week.
- Able to complete pre-report file assessments.
- TVC experience.
Team Support, Communication & Expectation
- You will be fully supported by a full team of Administrators.
- It is important that the Financial Advisors, Paraplanners, Administrators and the wider team work well together as a strong team, offering assistance to clients irrespective of whether or not the Financial Adviser is available.
- You may be expected to cover for colleagues who are absent.
- Technical knowledge may be validated from time to time through internal assessment.
- To pass probation there are a series of short compliance, money laundering and basic knowledge tests to complete
Attributes
- Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels.
- Team working: Collaborative and proactive mind set. Ability to contribute as part of a team, and deal with individuals at all levels within the business. Able to work within defined business processes.
- Professional integrity: The strength of character to explain a professional point while having empathy with a customer or colleague.
- Relations with others: The personal qualities and skills that promote open and constructive working relationships with colleagues and customers.
- Flexibility: The flexibility for, and commitment to, continual self-development and improvement.