Our client is looking for an experienced individual to join their growing IFA practice. The successful person will be responsible for writing suitability reports, producing quotations and research.
You will have existing IFA experience, possess excellent attention to detail. Ideally you will have your level 4 diploma and be keen to continue to increase your knowledge and develop in your role
The business prides them self on delivering a really great service to their HNW clients and are looking for someone who can support them in doing this by having the capabilities to assist them in developing the systems and services as they continue to grow.
Duties and Requirements:
Writing suitability reports
Completing research and quotations
Working directly with Advisors
Keeping files up to date
Skills and Qualifications:
Must have experience in an IFA practice
Must have some Financial Services qualifications
Experience writing suitability reports is essential
Knowledge of Investment platforms
*Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner
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