Job Description
* Managing the client relationship, keeping in contact and helping deal with queries, as well as arranging and attending review meetings
* Preparing post-meeting reports to help clients meet their needs
* Researching and analysing financial products and services that are necessary to each client's objectives and circumstance
* Producing the investment strategy and recommendation reports
* Completing regular reviews of client portfolios, maintaining a client review file to be able to assess client's strategy and priorities
* Ensuring that recommendations are implemented in a timely manner
* Keep abreast of industry changes and any new financial products or services that are introduced to the market
The Successful Applicant
* Experience in a paraplanning role, who wants to be exposed to or confident in client relations
* Level 4 qualified, or studying towards
* Knowledge of tax and estate planning, IHTs, trusts, pensions and ISAs is essential
* Experience of reviewing portfolios and transfers is advantageous
* Excellent communication skills and ability to build good relationships
* Well organised with a strong attention to detail
* Report writing skills is essential
* Knowledge of exposure to systems such as Voyant, FE Analytics etc
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