Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, we have over a wide network of employees and an abundance of inspiring opportunities to join one of our many offices!
We are a top ten accountancy firm in the UK and are the number one largest SME practice.
The Senior (JF5) in the Wealth Management team
We are looking for a Diploma qualified Para-Planner to join our team.
Working as part of the Financial Planning Support Team, you will need to provide high quality and accurate support to Financial Planners.
Core Skills:
- To provide technical and research support to the planners
- To assist the support team and compliance department when required
- Prepare suitability reports
- Prepare review reports
- Prepare a summary of recommendations for the processing team
- Ensure all recommendations meet with company standards
- Question the planner's recommendations if applicable
- Discuss any cases that are not clear with your line manager or compliance manager
- Collate (or complete) application forms
- Learn and maintain a detailed understanding of firm's centralised investment proposition and relevant internal procedures
- Ensure client records are maintained and information is correctly recorded on intelliflo
Essential experience
- CII Level 4 Diploma
- Experience in managing and delivering wealth management services to clients
- Paraplanning experience is essential
- Experience in using CRM systems and financial software
Technical Skills:
- Financial Software Proficiency
- Financial Planning Software: Basic knowledge of tools such as Intelliflo Planning and CashCalc.
- Portfolio Management Systems: Introduction to software like FE Analytics 2. Data Entry and Management
- Excel: Basic proficiency in Microsoft Excel for simple data entry and basic functions
Financial Analysis and Reporting
- Basic Financial Analysis: Understanding basic financial concepts and being able to perform simple financial calculations
- Report Generation: Skills in generating basic suitability reports using templates and guidance
What's in it for you?
Our benefits include hybrid & adaptable working, birthday leave, professional subscription and much more. You can find out more about how we reward our colleagues - Careers | Rewards And Benefits | Azets UK