The Role

The role involves working closely with a team of financial planning consultants. The purpose of the role is to provide technical support by way of research, recommendations and report writing for the financial planning consultants. Working with large and complex financial solutions in a prestigious firm.

Key Responsibilities

The Ideal Person



  • Undertake annual reviews, including for drawdown pensions.
  • Researching, analysing and presenting recommendations where applicable.
  • Extract client data from fact finds and apply to bespoke review documents.
  • Research and analyse client portfolios and provide analysis/overview of investments.
  • You will discuss with the financial adviser the client’s objectives, identifying and obtaining the information necessary to compile a financial planning report.
  • Assist to identify areas for planning and identify solutions suitable to meet the client’s needs and objectives
  • Review the client’s investment portfolio, asset allocation, risk profile etc
  • Obtain information, quotes, illustrations and product details, and provide comparisons for analysis
  • Prepare suitability letters and reports – This will include the pre-completion of documentation ready for clients to check and sign.
  • Document and explain fund switches.
  • Ensure that all research documentation is on file and that records are organised appropriately.
  • Maintaining “back office” processes as per advice type.
  • Provide support to the financial advisers and paraplanners to ensure compliance and new business submission documentation is accurate.


  • Understanding of the financial planning process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Attention to detail and accuracy
  • Articulate
  • Excellent inter personal skills, both written and verbal
  • Ability to multi task and prioritise effectively
  • Good IT skills
  • Good report writing skills
  • Experience of maintaining good working relationships in the delivery of financial advice services or similar environment
  • Experience in writing complex and detailed reports for cases
  • Ability to assess information, make comparisons and identify critical features
  • Ability to acquire update and apply new skills and knowledge
  • Set own goals and want to deliver agreed targets
  • Proficient knowledge of pensions and retirement planning, investments, tax planning and regulation within the financial services industry.


  • Graduate level
  • Financial background advantageous
  • Working towards level 4 desirable but not required

Apply direct to our recruitment team

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