Our client provides a unique and modern approach to financial planning for HNW individuals and the employee benefit market. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our client is commitment to providing high levels of professionalism to clients and employees alike.
An exciting opportunity is available for an ambitious and talented candidate to join their expanding team. Working from a prestigious location in South Manchester, the successful candidate will work in a dual role alongside the Technical Manger which will consist of both Sales Support and Report Writing.
Candidates will be responsible for the processing of new business, client management, servicing existing business, platform based work, illustrations, report writing, analysis, fact-find and regular contact directly with clients & wrap/platform providers.
To apply for the role candidates should have at least 12 months experiebce working for a firm of Financial Planners with knowledge of Pensions, Investments and Protection products. You will be working towards the Diploma in Financial Planning with a view of becoming Level 4 Qualified.
Experience of using Platforms and Intelligent Office is also a distinct advantage.