• Providing support to a team of five Financial Advisers and a number of private and corporate clients;
• Conducting research into appropriate investment and pension products and providers;
• Preparing and implementing recommendations;
• Preparing product suitability reports;
• Preparing client valuations.
• Experience of working in Financial Services in a similar role.
• Experience in researching and preparing reports with product recommendations
• Working knowledge of Provider Websites and Platforms.
• Working knowledge of using adviser back office systems such as: Intelligent Office and Old Mutual platform
• Qualified to Diploma level or working towards this.
For further information, please call Lynn Wilson on 0141 241 4700 or email email@example.com
Reed Specialist Recruitment Limited is an employment agency and employment business