Job Title

My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years, and you can become part of their success by supporting their Financial Planners as a Technical Analyst.Is this your next job Read the full description below to find out, and do not hesitate to make an application.Job SummaryYou will work as part of my clients support team, integrating with Financial Planners and Administrators to provide clients with a welcoming, efficient, professional, and effective client service, with a high focus on quality and accuracy adhering to TCF and Consumer Duty principles at all times.Key ResponsibilitiesResearch and collate the relevant quantitative information required to compile wealth management and financial planning reports based on meeting notes, fact find data, and Financial Planner instructions.Proficient use of cash flow planning tools (Truth/Voyant).Discuss client needs and objectives with the relevant wealth manager and undertake research to identify suitable solutions to meet a clients needs and objectives.Complete tax calculations for withdrawals for capital gains tax, inheritance tax, and bond withdrawals.Prepare information and recommendations to support the client review for analysis by a Financial Planner.Maintain client records and data accurately and efficiently in accordance with both company and FCA rules and requirements.Keep up to date with new product, technical, and legislative changes.Effective management of day-to-day work through the companys workflow system, working to timescales as defined within company procedures, holding regular meetings with relevant Financial Planners and Administrators to discuss workloads and priorities.Provide training to other members of the team, providing guidance in relation to day-to-day working practices, training, and technical support.Have a working knowledge of the Administrator role in relation to understanding processes and procedures relating to the monitoring of new business, preparation of client meeting packs and valuations, submission of client transactions, sending of letters of authority, calculation of fees, and raising client invoices.Other general administration duties as assigned.Role RequirementsQualificationsHold or working towards Diploma in Financial Planning or Diploma in Regulated Financial Planning (or equivalent)Certificate in Financial Planning (Essential)ExperienceMinimum 5 years industry experienceKnowledge and SkillsGood inter-personal skills, both written and verbalAbility to work independently and as part of a teamGood report writing skillsGood numeracy skills with close attention to detailExcellent organisation skills with experience of working to deadlinesGood understanding of FCA ethics, rules, and requirementsGood knowledge of investments, pensions, and protection plans as well as other financial products and financial planning tools.High level of technical experienceAble to demonstrate an adaptable/flexible approach to work within a changing environmentExperience of using Intelligent Office (IO) (Desirable)Benefits10% pension contribution4 x death in serviceBupa cash plan, covers medical prescription costs etc.21 days holiday + BH, increases incrementally following 2 years service to a maximum of 35 days (including BHs)Support with professional qualificationsFlexibility on working hours and some working from home, subject to a satisfactory probation period.#J-18808-Ljbffr