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 & flexible 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

Interested in hearing more about Life at Azets