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A new and exciting opportunity is available with one of our Clients in Hale, a small, professional and expanding firm of Independent Financial Advisers. Providing financial planning advice for successful business owners, professionals, High Net-Worth individuals and their associated businesses, our Client has grown since 1998 to become one of the most trusted advisers in the area.
Ideally, a Diploma Qualified Candidate is required, however our Client is happy to look at those who have Part Diploma offering Report Writing experience gained working in a Whole of Market IFA Firm.
Working as part of a technically minded and ambitious team of Consultants, the successful candidate will be responsible for providing an all-round Paraplanning and Business Support function.
Daily duties will be varied consisting of;
o Carrying out product research
o Preparing and writing suitability reports
o Corresponding with clients
o Processing new business
o Changing investment strategies
o Performing fund switches
o Liaising with investment companies
o Maintaining the client database ensuring all information is correct and up to date.
It is essential that those applying for the role have previous experience working in a similar environment with product knowledge of Pensions & Investments. You will have the ability to work as part of a professional team and be able to work under pressure in a fast paced team. Exceptional communication skills are required in order to provide first class care to the firm's Clients.
You will be highly professional with a strong desire to succeed within the industry and been keen to work, if not already, towards the CII exams.
NJR 15610
