What does this role look like? Template creation, maintenance and development: • Making sure that the report templates are accessible to clients and provides the best experience for both those creating the recommendations but also those reading it. • Ensuring changes to legislation are reflected in all templates in readiness for the change to take place. • Reviewing existing templates and seeking appropriate feedback to continuously improve the templates, ensuring they meet regulatory requirements as well as client needs. • Working with the Director/Head of PAD to automate PAD processes and clients’ letters to enable the team to work more efficiently and build towards a scaled digital driven solution. • Working with the Replatforming Team to enhance the template used for M&A activity to reflect improvements to our in-house approach as well as valuable feedback from M&A advisers, always ensuring alignment with the master templates for SFP. • Making sure that the quality and automation of the advice reports is maintained and has continuity across the replatforming team and into the financial planning team. Process and Document automation : • Maintaining and developing the documentation and process automation within Smartflows for use by SFP and PAD. • Making sure that the process is efficient and that the Paraplanning teams can be productive. • Managing the library of live and testing templates. • Create and maintain the data links between Mabel and Smartflows templates. • Identifying other business processes that can be automated using Mabel to validate the data being supplied to Smartflows. Explore how the use of Smartflows can improve efficiencies in the day-to-day Curo related tasks. • Sending mass email communications for SFP / Compliance, via Click Dimensions and Smartflows. • Working with SFP Wealth Operations, Replatforming & PAD to create new logic for report templates and make changes to existing logic as requested. • Testing any material changes made to the above, making backup versions and pushing new changes live. • Working with SFP users to problem solve issues with the letter/report output. • Reporting on this data in a real-time/near real-time manner in creating a selection of dashboards. What sort of person are you looking for? • Ideally level 6 qualified but completed Level 4 Diploma in regulated Financial Planning (with the CII) and be well on their way to completing their Level 6 Advanced Diploma in regulated Financial Planning. • Experienced in Workflow and Click-Dimensions • A technology native who has applied experience with Microsoft Excel but who is comfortable applying that knowledge to other systems. Some evidence of coding will be advantageous. • Would be useful to have knowledge of Smart flows and Click Dimensions.