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Reed Financial Services are pleased to be representing a leading Medium sized Multi-discipline practice provifing clients with integrated solutions to meet their needs, based in Exeter
Responsibilities, defined but not limited to…
• Checking all paperwork / information is available to ensure that the client file meets the FCA’s rules and requirements.
• Undertake research to identify suitable solutions to meet the clients’ needs and objectives.
• If applicable, liaise with the clients’ legal and tax advisers.
• Collate quantitative detailed information required to compile complex suitability reports.
• Write technical suitability / strategy reports which are easy to understand by the client.
• Complete application / proposal forms.
• Act as a sounding board for financial advisers to conclude on the best course of action for clients.
• Review investment portfolios and compile suitable portfolios targeting a desired level of risk
• Training and supervision of junior staff (where relevant).
• Providing assistance to the Wealth team
Relevant skills
Ideal candidates will be able to demonstrate a high level of technical knowledge, across various financial products, and computer literacy across the main elements of the Microsoft suite of products.
You should hold evel 4 Diploma or equivalent and also possess good prioritisation and time management skills, to ensure adviser and client expectations are met
In return
- Salary £35-50,000 depenednt on experience/quals
- Bonuses on a discretionary basis
- 24-days holiday (plus bank holidays) rising by 1-day after every 1 full year of service up to a maximum of 32-days
- Part of our Group Income Protection Insurance
- Part of our Group Life Assurance (4 times salary)
- Part of our Group NHS top-up scheme
- Pension: 4% employee contributions and 4% employer, rising to 6% employer after 5-years
- Access to electric car scheme after 12-months
- Opportunity to become part of our Growth Share scheme
