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Support Professional
3 weeks ago
We are seeking experienced support professionals to join our client's regional offices in Cardiff. This is an exciting opportunity to work for a well-known, award-winning financial services business with rapid growth and private equity backing.
Key Responsibilities- Prepare comprehensive documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate.
- Provide accurate, timely and compliant suitability reports to internal and external stakeholders.
- Utilise technology to produce solutions for clients, carrying out relevant financial calculations on behalf of the advisers.
- Ensure all advice documentation is compliant according to FCA guidelines and additional compliance requirements.
- Strong written and verbal communication skills.
- Good organisation skills and ability to manage multiple tasks effectively.
- Confident using Microsoft Office products and the ability to learn new systems and processes.
- Good working knowledge/experience of the financial services industry and suitability reports.
- Comprehensive knowledge of a wide range of financial products and services.
- Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied.
- Confident undertaking research required to assess a piece of advice, including the preparation of tax calculations.
- Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice.
- Good track record in delivering customer satisfaction.
- Minimum Level 4 Diploma qualified.
Our business is a national Financial Planning company with a strong reputation and excellent benefits package. We offer a generous salary, bonus scheme, and professional development opportunities. If you are looking for a challenging and rewarding role in a dynamic industry, this could be the perfect opportunity for you.
Benefits- Generous salary and bonus scheme.
- Professional development opportunities.
- Excellent benefits package.
