Ready for a new challenge utilising your skills, qualifications and experience in a technical support role within this growing Financial Planning firm?
If so we have this great opportunity, where you will provide excellent support to the Chartered Financial Consultant; providing pension scheme analysis, detailed research of funds and providers, report writing, as well as product recommendations for presentation to clients. You will also provide assistance to the paraplanning team when workload dictates for all consultants.
Ideally Diploma qualified (or nearly there!) you will be able to display excellent communication skills, as well as demonstrate previous relevant industry experience, for example in Sales Support or Paraplanning.
You will be supported in your continued qualifications through to Chartered Financial Planner status with a clear and structured reward programme in place to incentivise and reward your efforts.
For a full Job Profile about this role, to apply, or for a formal/informal discussion please contact me.