Loading and updating client information within Intelligent Office Preparing documentation and supporting the advice process...
with an excellent support team to deliver a seamless, high-quality client experience. Utilise digital tools and process improvements...
and/or paraplanning teams A solid understanding of the financial advice process and client journey Strong organisational and project...
in every stage of the advice process. Your responsibilities will include: Client Meetings: Sitting in on client meetings...
suitability reports, conducting technical research and supporting cases throughout the advice process. Key Responsibilities...
technical knowledge of pensions, investments and the wider financial planning process. About You Previous experience in IFA...
supporting Financial Advisers and clients across the full financial planning process, including: Preparing client documentation... advice process. Experience with platforms such as Intelliflo/iO, CashCalc or similar systems would be beneficial, alongside...
administrative support to financial advisers Process new and existing business across pensions, investments, and protection Prepare...
and IT records throughout the advice process. Support client reviews, updating cash flow models, investment performance... are completed and clients are kept informed throughout the process. Collaborate with other professional advisers (e.g., solicitors...
compliance with internal processes. Contribute to process improvements within the Paraplanning function. Benefits...