What does this role look like?
Template creation, maintenance and development: • Making sure that the report templates are accessible to clients and provides the best experience for both those creating the recommendations but also those reading it.
• Ensuring changes to legislation are reflected in all templates in readiness for the change to take place.
• Reviewing existing templates and seeking appropriate feedback to continuously improve the templates, ensuring they meet regulatory requirements as well as client needs.
• Working with the Director/Head of PAD to automate PAD processes and clients' letters to enable the team to work more efficiently and build towards a scaled digital driven solution.
• Working with the Replatforming Team to enhance the template used for M&A activity to reflect improvements to our in-house approach as well as valuable feedback from M&A advisers, always ensuring alignment with the master templates for SFP.
• Making sure that the quality and automation of the advice reports is maintained and has continuity across the replatforming team and into the financial planning team.
Process and Document automation : • Maintaining and developing the documentation and process automation within Smartflows for use by SFP and PAD.
• Making sure that the process is efficient and that the Paraplanning teams can be productive.
• Managing the library of live and testing templates.
• Create and maintain the data links between Mabel and Smartflows templates.
• Identifying other business processes that can be automated using Mabel to validate the data being supplied to Smartflows.
Explore how the use of Smartflows can improve efficiencies in the day-to-day Curo related tasks.
• Sending mass email communications for SFP / Compliance, via Click Dimensions and Smartflows.
• Working with SFP Wealth Operations, Replatforming & PAD to create new logic for report templates and make changes to existing logic as requested.
• Testing any material changes made to the above, making backup versions and pushing new changes live.
• Working with SFP users to problem solve issues with the letter/report output.
• Reporting on this data in a real-time/near real-time manner in creating a selection of dashboards.
What sort of person are you looking for?
• Ideally level 6 qualified but completed Level 4 Diploma in regulated Financial Planning (with the CII) and be well on their way to completing their Level 6 Advanced Diploma in regulated Financial Planning.
• Experienced in Workflow and Click-Dimensions • A technology native who has applied experience with Microsoft Excel but who is comfortable applying that knowledge to other systems.
Some evidence of coding will be advantageous.
• Would be useful to have knowledge of Smart flows and Click Dimensions.