Job Description

As a key member of the team, you'll be responsible for preparing detailed client reports, undertaking technical research, supporting complex financial planning cases, and working closely with Advisers and support colleagues to ensure a seamless client experience.

This role would suit someone who thrives in a collaborative environment, enjoys mentoring others, and is committed to continuous professional development.

What You'll Be Doing:

  • Preparing and delivering high-quality suitability reports and annual review documentation for clients.
  • Providing technical support to Financial Planning Advisers across a wide range of financial planning matters.
  • Conducting product and technical research to support client recommendations.
  • Gathering, maintaining and updating client information using Intelligent Office and other systems.
  • Supporting the annual review process by providing accurate and timely information.
  • Building a...

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