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A successful Financial Planning business are looking for a Level 4 Diploma qualified Financial Adviser who is keen to further their career.
You will build relationships with and nurture your clients, mainly located in the Gloucestershire area. Meetings will be face-to-face and online with no need to bring in or develop your own leads.
The role would be well suited to an individual working as a Client Support Administrator or Paraplanning role working for an IFA practice, who is looking for opportunity to build their profile as a successful Financial Adviser.
Responsibilities
- Servicing a portfolio of established clients
- Arranging reviews and face to face follow-up meetings
- Checking valuations and portfolio details prepared and sent in advance of meeting
- Preparing Fact Find notes and updates including actions required, sending follow-up email to clients
Skills & experience
- Level 4 diploma qualification (CII preferred)
- Previous experience in a client support or paraplanning role
- Excellent technical and problem-solving skills
