In order to apply for this position candidates MUST have previous financial services experience, in particular paraplanning.
Client Profile:
Our client is a well established and respected IFA.
Job Profile:
To provide an interface between our Client, the Consultant and other parties. Compile and provide comprehensive reports and suitability letters within agreed timescales using a variety of research material and criteria. Interpret information - often technical and apply to a given client situation. Co-ordinate the delivery of all supporting documents and literature.? Oversee and proof read reports, standards and letters. Deliver completed report(s) to client/adviser timeously
Applicant Profile:
Must have Full FPC
Ideally G60
Previous financial services experience is essential.Must be currently working as a paraplanner.
Ideally 1st Software experience
Ability to manage own workload;
Technically rounded with a diverse understanding of products and solutions;
Excellent report writing skills and an understanding of research tools;
Numerate and able to work on own initiative;?
Computer literate .
If you are interested in this position and feel you are suitable, please email your full CV along with the following information:
Current Salary:
Reason for Leaving current/last position:
Salary expectations:
Are you a car owner:
Which areas are you willing to commute around:
