A Financial Advisory firm in Exeter is looking to hire someone with Suitability report writing experience. You will be employed as a Paraplanner and be supported with your CII studies.
You will be working directly with the Principal Advisor and get great exposure to several technical investment and pension reports.
You will be involved in:
Analysing client data and preparing cash flow forecasts
Preparing bespoke recommendation reports
Providing technical support to the Advisory and Administration teams
Helping to maintain client records by inputting data into the back office system
Ensuring advice and client files meet FCA requirements
Managing individual workflow and task delivery
Keeping up to date with all relevant product, legislative and technical changes
To be considered:
Experience working with Investments and Pensions
Completed an RO exam