- Excellent opportunity at a Chartered Financial Planning Firm.
- You will of course have the level 4 diploma.
- Completing suitability reports and liasing with front office staff regarding new and exisiting clients. Use of relevant software packages such as IRESS, DEFAQTO, The Exchange, Voyant and the like.
- You will have experience of an independent whole of market adviser firm.
- Send us your CV asap - no1 legal and professional
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