Support Chartered Financial Planners in delivering high‑quality, holistic financial planning advice to a portfolio of clients
Undertake technical financial planning research and analysis, including cashflow modelling and suitability reporting
Assist with the preparation of recommendations, annual reviews and ongoing client servicing
Support client onboarding, including fact finds, analysis, documentation and engagement letters
Build and develop strong relationships with clients, contributing to trusted adviser status over time
Attend client meetings and annual reviews where appropriate, increasing exposure to client relationships
Assist with proposals, fee discussions and engagement management, in line with firm procedures
Support business development activity, including prospect meetings, presentations and cross‑selling opportunities
Collaborate closely with advisers, client service teams and wider colleagues to deliver an excellent client experience
Ensure all work meets regulatory, compliance and quality standards
Requirements
Must hold appropriate regulatory qualification at QCF Level 4 (ie Diploma in Financial Planning).
Commitment to achieving Chartered Financial Planner status.
Experience within a paraplanning role.
Demonstrable technical knowledge of financial planning processes, including products, funds, pensions, markets, appropriate financial instruments.
Strong understanding of regulatory requirements and restrictions relating to regulated and non‑regulated activities, including the appropriate application of these requirements to clients and authorisation boundaries.
Ability to articulate and agree appropriate fees with clients, ensuring clients fully understand what they are paying for.
Proven project management capability and experience.
IT literate – Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/databases
Commercial awareness and willingness to learn, demonstrated through relevant industry exams, CPD, and an ongoing understanding of industry, market and regulatory developments.
Excellent organisational skills, with the ability to manage multiple tasks, work to tight deadlines and prioritise effectively.
Ability to adapt, work under pressure, solve problems and develop practical, workable solutions.
High level of accuracy and attention to detail across all areas of work, with the ability to produce high‑quality, well‑structured documentation.
Strong commitment to delivering fair client outcomes and ensuring that customers are treated fairly at all times.
Service and sales orientated, delivering outstanding customer service, translating client needs into engagements, demonstrating commercial awareness, and developing and maintaining strong internal and external client relationships.
Strong verbal and written communication and presentation skills at all levels, both internally and externally.