Senior Technical Manager

2 months ago

Cardiff, United Kingdom Churchill Executive Full time

About the Company:

Our client is a leading firm specialising in comprehensive wealth management solutions. Known for their commitment to personalised financial strategies, they offer expert advice and tailored services to help clients achieve their long-term financial goals. With a focus on integrity, professionalism, and innovative solutions, our client is dedicated to delivering exceptional value and support to their clients.


Specific duties and responsibilities:


  • Monitor the quality of Para-planning work produced by Paraplanners/Trainee Paraplanners and outsourced Para planners.
  • Liaising with outsourcing Para planner firms and arranging work to be completed.
  • Act as point of contact regarding queries in relation to Para-planning work.
  • Attend Level 10 Meetings with Leadership Team.
  • Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings.
  • Receiving and carrying out instructions from meeting notes/tasks from Financial Planners following client meetings.
  • Interpreting data obtained by Planners during client meetings and establishing with the planner via debriefings the correct recommendations to be taken.
  • Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
  • Contacting third parties and providers to gather detailed information.
  • Generating and accurately saving research undertaken in a structured and consistent format.
  • Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives.
  • Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports.
  • Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades.
  • Monitor Negative Cash positions for clients on a monthly basis and recommend appropriate solutions.
  • Complete annual ISA reporting to ensure all clients (where applicable) has utilised the annual ISA allowances.
  • Participate and contribute to the investment committee meetings.
  • Analyse and provide specific client portfolio reporting.
  • Carrying out all tasks in a manner consistent with compliance procedures.
  • Keep up to date with legislation and product changes by attending and maintaining continuous professional development.
  • Ability to work efficiently under own initiative with impeccable attention to detail.
  • Constructing spreadsheets and comparison calculations.
  • Adhere to the 6-step process of Financial Planning.
  • Liaise with JM Finn ahead of 6 monthly re balance, to ensure smooth process.


Qualifications

  • Ideally you would have GCSEs Grades (A-C/1-3) in Mathematics and English and hold the Diploma in Financial Planning or equivalent.The candidate must be prepared to study up to level 6 qualification with a Recognised Professional Body.
  • The candidate must also have good IT skills and excellent telephone manner.
  • Continuing Professional Development (CPD) should be undertaken to develop skills and knowledge.

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