ARE YOU AN EXPERIENCED FINANCIAL PLANNER WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU LOOKING FOR AN ENVIRONMENT THAT CAN PROVIDE YOU WITH DEDICATED FIELD SUPPORT AND ACCESS TO HNW CLIENTS?
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 dataTeam building - CollaborationConsistency - ProficiencyProfessionalism - AdaptabilityResearch 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 skillsBenefits
Full Administration ServiceFull Paraplanning SupportDevelopment support to achieve Chartered statusClient providedSalary range £40,000 to £50,000