Job Description

Key Responsibilities

•            Prepare suitability reports and ATRs, using templates provided, for a wide variety of advice types.

•            Ensure all tasks are completed in line with company policy and procedure.

•            Carry out technical research on existing and newly recommended products

•            Maintain awareness of, and act in accordance with all compliance and legislative obligations

Minimum Requirements

•            Minimum qualification of CII Diploma in Financial Planning, or equivalent, required.

•            Financial services experience necessary – Specific experience in writing suitability reports and producing research is necessary.

Key Skills

•            Understanding of a variety of Financial Planning processes

•            Able to work within defined business processes

•            Ability to achieve agreed outcomes without supervision

•            Detailed and accurate

•            Ability to multitask and prioritise effectively

•            Excellent report writing skills

•            Ability to work independently and within a team