Requirements: 

• Solid academic history.
• Either studying for or Level 4 qualified
• Good pension and investment knowledge
• Microsoft Office in particular Word and Excel and strong numeracy and statistical skills
• Comfortable with taking responsibility for a task and managing multiple cases simultaneously
• Ability to deal with conflicting demands and meet deadlines.
• Good written and verbal communication including good analytical skills.
• Responsible and flexible attitude to work.
• Self motivated a good team player and the ability to work without supervision.
• Experience in working in a professional practice environment desirable though not essential.

Essential experience:

• Solid experience in writing suitability reports in line with Financial Conduct Authority guidelines.
• Experience in providing advisers with detailed complex technical information and draft suitability reports and prepare financial plans.
• Able to manage adviser workloads including expectations and provide clear updates on their cases
• Ensuring all client files remain compliant
• Responsibility for preparing client meeting packs for on goings reviews and making sure all the information to deliver the client proposition is undertaken
• Excellent IT skills, preferably with a good working knowledge of Platforms, Intelligent Office, Voyant, Analytics and Defacto
• Assist the team and administration department where appropriate