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Financial Planning Consultant
Main Duties:
· Conduct initial meetings with prospective clients and gather sufficient information about their financial circumstances, goals and objectives to enable appropriate advice to be given. This information is to be accurately recorded using the company’s standard documentation.
· Gather additional data (with PA support) and formulate recommendations to address clients’ needs.
· With PA support, write financial planning reports as per the company templates, client letters, suitability letters and other types of client communication as required.
· The formulation of recommendations may necessitate the use of more traditional financial planning measures as well as specialist tax mitigation strategies, wrap platforms and fund supermarkets.
· You may also need to carry out and assessment of a clients’ existing investment fund performance, charging structures, tax wrappers, and portfolio construction using research software and asset allocation modelling tools amongst other things.
· Assist clients with the completion of application forms and proposals and ensure the forms are completed and processed accurately.
· To be conversant with the contents of the Compliance Manual and to ensure that all recommendations are in accordance with its requirements and company standards.
· To achieve income targets as set by the Director of Financial Planning within the specified timescales.
· To instigate and be actively involved in any advice related projects from time to time.
· To keep up to date with technical knowledge and work towards the Advanced Diploma, and ultimately Chartered status.
· To manage relationship with your PA and allocate work appropriately.
· To effectively manage relationships with existing professional introducers, and develop and manage new professional introducer relationships.
Required Skills/Qualifications:
· At least 2 year’s previous experience as an independent financial adviser
· Strong written and verbal communication skills with good attention to detail.
· At least the full FPC or CFP. Diploma or Advanced Diploma and working towards Chartered Status would be an advantage.
· Good all round technical knowledge
· Ability to work largely unsupervised, but to contribute and participate in team goals and objectives.
· Good working knowledge of compliance requirements.
· Computer literate with experience of using Word, Excel, Outlook, Exchange, Aequos, Synaptics, and ideally have some back office software experience.
· Research, analysis and interpretation, file preparation, and report writing skills.
Added By: Ainsley Morgan On: 22/02/2012
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