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  • Shortlist
Location Marlborough , Wiltshire
Sector Financial Services
Salary £25,000 - £35,000 Per Annum
Type Permanent
Consultant Keith Leung
Ref 69150


Location: Swindon

Salary: £25,000 – £35,000

The successful candidate will work closely with Financial Advisers by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports

The Opportunity

  • Writing Financial Planning Reports that our Advisers present to clients
  • Supporting the Advisers by conducting research on products and helping find the right solutions for our clients
  • Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries
  • Preparation of client review packs
  • Illustration requests

What’s needed to be considered

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Partly Lv 4 Diploma Qualified, (if not already)

What’s 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.