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