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- Gather and review information to provide appropriate advice to clients.
- Write clear and professional reports on client suitability efficiently.
- Address challenges quickly and find practical solutions.
- Stay informed about new products, regulations, and industry changes.
- Ensure all documents are completed correctly and precisely.
- Maintain performance levels as outlined in key objectives.
- Guide and support the Paraplanning Team to help them improve.
- Ensure effective communication and cooperation between departments.
- Follow all rules and regulations closely.
- Level 4 Diploma in Financial Planning
- Strong understanding of financial products, regulations, and market dynamics.
- Strong communication skills
- Strong attention to detail
- Excellent interpersonal skills
- Excellent time management and organisation skills
- Ability to act professionally, with an enthusiastic and positive attitude.
