Datatech Analytics
June 10, 2022
Surrey, United Kingdom
Job Type
Job Ref



Salary negotiable depending on experience.


• Collating client information including soft and hard facts (fact finding)
• Reviewing client information with Adviser to formulate recommendations
• Make client recommendations and prepare client report for approval by Adviser
• Research products, providers and funds
• Responsibility for the Model Portfolio Programme
• Supervise Administrators to prepare and submit application forms
• Prepare Suitability Reports, Pension Analysis Reports and discussion reports to be reviewed with the Adviser
• Responsibility for running the review programme to ensure all clients are offered their annual/bi-annual reviews
• On-going development of procedures and report templates
• Ensuring that the Advisers are always prepared for their meetings. Organising the team to make sure forms are prepped and meeting constant deadlines for generating the reports for all meetings (including review meetings)

• Product knowledge - Pensions including pension transfers, Investments, ISA's, Investment Bonds, Offshore Investment Bonds, WRAPs and Platforms.
• Fund research
• Portfolio planning
• Report writing
• Strong analytical skills

IT skills:
• Previous experience of Intelliflo/Intelligent Office desirable.
• MS Office and internet essential.
Education and training:
• Fully qualified or working towards CII Diploma in Financial Planning
• CII Paraplanning qualification desirable (we would encourage this exam to be sat if not already obtained)
• Record of continuing development and technical learning especially in relation to pensions

• Experience working in a Paraplanner role within an IFA practice and ideally 3+ years' experience in a financial services support/advice role
• Experience of running model portfolios

Personal attributes:
• Proven record of developing team and client relationships
• Commercial awareness
• Attention to quality and accuracy
• Excellent communication skills
• Able to organise workload and meet deadlines
• Motivated and able to work on own initiative

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