Our client is a leading name in the provision of wealth solutions to many clients nationally. A household name in the industry, they are now looking to fill the following position.

Responsibilities

• Prepare client plans, inputting and modelling data in the Voyant system to develop cashflow models, net worth projections.
• Maintenance and operation of the tracking solution used to monitor planning activity and delivery timelines.
• To manage the acceptance of financial planning engagements. i.e., PMs and other stakeholders in agreeing to produce a financial plan and ensuring the adherence to our onboarding and engagement protocols.
• Attendance at meetings and recording of all meeting notes.
• Collation, interpretation and presentation of third-party data as required.
• Coordination and scheduling of all case conferences, production of initial drafts for review within case conference team.
• Coordination of first and subsequent meetings with stakeholders to discuss revision of drafts and production of final draft document.
• Issuing, collection and tracking of fees
• Tracking of executed recommendations arising post-delivery of plans.
• The evolution of the financial plans is a key objective for the firm.
• All training, process maps and plan outputs all should be continually updated in accordance with any relevant changes & updates

Experience required

• Strong Knowledge of financial needs analysis software and market intelligence software essential.
• Digital literacy including proficiency in LinkedIn, MS Office including Excel, Word and Powerpoint.
• Familiarity with the operational and systems requirements of CPC and other regulatory requirements.
• At least three years’ experience in a financial services client advisory environment.
• Experience in the areas of pensions, retirement planning, estate planning and protection including CAT planning and business protection beneficial.

The successful candidate should have relevant third level and/or professional qualifications. The following would be particularly suitable:

• A third level business or financial qualification.
• Qualified Financial Advisor (QFA)
• A willingness to complete the Certified Financial Planner (CFP) in the near future.