Ideal candidate will have paraplanning experience; or have worked in an administrative or advice based role with some relevant qualifications.
Key roles include:
Supporting the Financial Planner in research and analysis to meet Client needs and objectives
Supporting the Financial Planner in preparing Client financial plans and suitability reports.
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets.
Managing the research and analysis of financial products to meet Client requirements.
Managing the preparation of Client Financial Plans and Suitability Reports.
FCA related and other regulatory issues.
Promoting the profile of the business within the profession and wider communities.
Continuous professional development to meet regulatory requirements and personal development needs.
Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
Office based in Liverpool city centre; but would consider remote working in certain cases.
Competitive salary for the right candidate - based on experience and qualifications.
Some familiarity with DB pension transfers would be preferred but not essential