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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, client relationship management, and regulatory compliance within the financial services sector. Proficient in preparing financial plans, suitability reports, and conducting cashflow modeling while maintaining a collaborative approach with Financial Planners.
Highest-signal resume keywords
Financial Services ExperienceLevel 4 Diploma In Financial PlanningFCA Principles And Regulatory StandardsAdvanced Microsoft Excel SkillsExcellent Communication And Relationship-Building Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisCashflow ModellingTax CalculationsSuitability ReportsFinancial Planning
Soft Skills
Excellent Writing SkillsCollaborative ApproachProblem SolvingKnowledge SharingCoaching
Tools & Technologies
Microsoft OfficeProvider Platforms
Certifications & Qualifications
Level 4 Diploma In Financial Planning
Industry Keywords
FCA PrinciplesRegulatory StandardsClient ServiceFinancial AdviceContinuous Professional Development
About the role
Key responsibilities & impact- Provide recommendations, financial analysis, technical and research support to Financial Planners
- Deliver excellent client service and outcomes
- Act as a point of contact for clients and handle their queries
- Prepare client files for review meetings and occasionally attend review meetings with Financial Planners
- Conduct in-depth research and analysis to identify suitable solutions
- Perform and present cashflow modelling scenarios to clients as required
- Prepare suitability letters and reports for annual reviews and new business
- Prepare tax calculations and financial plans for clients
- Liaise with external companies to obtain information about existing and potential investments
- Determine client objectives and priorities, including attitudes to risk and capacity for loss
- Maintain compliant client files throughout the client advice journey
- Follow FCA principles, regulations, rules and procedures
- Share expertise and best practice, assist with complex client matters and carry out peer reviews
- Maintain product and technical knowledge through continuous professional development
Requirements
What you’ll need- Financial Services experience
- Sound understanding of financial advice, FCA principles and regulatory standards
- Experience using a range of provider products, services and capabilities
- Level 4 Diploma in Financial Planning
- Ability to work autonomously and manage workload effectively
- Excellent writing skills, including compiling clear, accurate and concise suitability reports and documentation
- Excellent communication and relationship-building skills
- Collaborative approach to working with Financial Planners and colleagues
- Passion for sharing knowledge, problem solving, sharing best practice and coaching colleagues
- Proficiency in Microsoft Office, with advanced Word and Excel skills
- Good working knowledge of different provider platforms
- Willingness to meet continuous professional development requirements and maintain product and technical knowledge
Benefits
Comp & perks- 30 days holiday plus public holidays
- 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you)
- Private medical insurance
- 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Enhanced family leave
- Referral scheme
- Regular development conversations
- Opportunity to work towards the Advanced Diploma in Financial Planning and Chartered Status
- Career paths and growth opportunities within the Paraplanning Centre of Excellence or as a Financial Planner
- Hybrid working enabling home and office working