Duties and Responsibilities:

Your duties will include but not be limited to:

• Support the advice process, including client liaison and communication
• Produce standard and customised reports, including suitability reports, meeting notes, and review letters
• Conduct detailed analysis of portfolios and prepare product research in collaboration with advisers
• Attend client meetings, take notes, and follow up with actionable items
• Maintain high attention to detail, ensuring complex information is communicated in a clear and client-friendly manner
• Work to deadlines, coordinating with operations and advisory teams to manage peak periods
• Uphold regulatory compliance throughout the advice process

The successful candidate will complete a level 4 Paraplanner and Financial Planner apprenticeship.