Salary on offer to £45,000 + benefits, flexible working hours and study support.
• Prepare reports to a professional and timely standard
• Carry out technical pension transfers
• Provide information for annual reviews and identify areas not covered
• Communicate with selected clients third parties
• Develop and maintain all processes relevant to technical support
• Undertake financial planning and product-based research
Ideal candidates will have a strong background in Paraplaning along with being Level 4 Diploma and AF3 qualified. With the ability to use technical financial planning tools and back office systems to ensure 5* report writing.
Please apply online today or contact firstname.lastname@example.org for more information.
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