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  • Shortlist
Location Macclesfield , Cheshire
Sector Financial Services
Salary £30,000 Per Annum
Type Permanent
Consultant Bobby Spalding
Ref 65549

The opportunity for an experienced Financial Services professional to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

The Opportunity

During a period of key expansion, our client is looking for an experienced Financial Services professional to support the successful Financial Planners of the business. You will be responsible for preparing client suitability letters and financial report writing, whilst attend client meetings with the Advisers. 

In order to be considered for this unique opportunity, candidates need to have –

  • Working towards CII Level 4 Diploma in Financial Planning
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner