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- Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place.
- Exposure to investments, pensions, tax planning and protection cases.
- Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection.
- Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client.
- Coordinate the issuance of client advice, correspondence, and enclosures, ensuring accuracy and timeliness
- Manage the end-to-end process of new business cases, ensuring a seamless journey to completion
- Work with various platform sites to manage client data and transactions efficiently
- Draft suitability reports tailored to client-specific needs and objectives
- Financial services experience within independent financial advise required.
- Strong Customer Service and Administration experience with an excellent attention to detail.
- Strong IT skills with the ability to use Microsoft Office proficiently.
- Must be able to drive with own transport, this role is office based with the potential for 1-2 days WFH following probation.
