- Our client is a well respected IFA firm based in central London.
- You will have existing IFA financial planning practice experience.
- You will have experience of providing full pre and post sales support.
- Drafting suitability letters.
- Dealing with pension transfer paperwork.
- Arranging portfolio valuations for client reviews and meetings alike.
- Knowledge of IRESS, 1st software and Intelliflo would be helpful.
- Having good compliance knowledge.
- Experience of tracking "pipeline" business.
- Send us your CV asap - no1 legal and professional.
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