The ideal candidate will deliver personalised investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Duties: Contacting clients and setting up meetings, client reviews, planning client current provision and future aims. Researching the marketplace and providing clients with information on new and existing products and services. Designing financial strategies, Liaising with head office and financial services providers, Assisting with all aspects of Client Administration, Tax Calculations, Cashflow Planning and Keeping up to date with financial products and legislation.
You are looking for Well organised individual, good management skill, Can use own initiative, Can prioritise own workload, strong communication skills, and IT skills. Level 4 qualification CFA / CFP. Great opportunity for someone with 6months / 1 years experience.
This is office-based role due to having high profile clients based onsite, Mon to Fri, Full time, Permanent, £50k to £55k, annual bonus, life assurance, healthcare, progression and development, further education support, flex / work life balance
Contact me for more details.