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If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking for!
Requirements
Responsibilities :
- Provide Financial Planning support to clients
- Provide full holistic financial advice to a varied range of clients
- Support investment professionals to cultivate client relationships
Skills
Understanding complex information - Analysing financial dataResearch and analysis - Client confidentialityListening and communication - Record keepingDiploma in Financial AdviceSome Industry Sales experienceStrong understanding of the investment businessExcellent interpersonal skillsQualifications :
Diploma in Financial AdviceSome Industry Sales experienceStrong understanding of the investment businessExcellent interpersonal skillsFull Administration ServiceFull Paraplanning SupportDevelopment support to achieve Chartered statusJ-18808-Ljbffr