Do you have previous experience gained within an IFA environment focused on private clients? Keen to study (or already started) for the Certificate in Financial Planning (or equivalent)?
If so this role could be for you.
Working closely with Consultants, this super new opportunity will involve preparation of information and paperwork for consultant client consultations and ongoing performance reviews, servicing of existing clients and assisting other team members in developing client relationships and continuously developing business, financial and technical expertise.
You will ideally be able to demonstrate well-developed written communication skills, and able to construct basic letters and emails to clients in an accurate, professional and well formatted approach. Previous experience of XPlan database system would also be advantageous.
You will be highly organised with the ability to plan and prioritise workloads and be proactive and flexible in your approach to work during high volume activity or project-based tasks.
For a full Job Profile about this role, to apply, or for a formal/informal discussion please contact me: email@example.com / 01243 860180 / 07884 493361
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