My client have offices based in Cheltenham and provide support to private individuals, trustees and businesses. The majority of existing and new clients, regard the firm as highly professional and knowledgeable. They provide bespoke solutions to each individual client, as they recognise that each client has unique circumstances and need tailored solutions to these.
Your responsibilities will include:
-To prepare files, also to prepare information and comparisons for analysis
-Supporting the advisors at the firm in an efficient and accurate way
-Maintaining client records and manage changes to existing policies
-Analysing and reviewing existing portfolio’s of clients and researching information to meet any new requirements they may have
-Relationship management with clients
The experience you need:
-Level 4 Diploma in Financial Planning
-Good communication skills and telephone manners
-The ability to work under pressure and meet deadlines
-Exceptional attention to detail and organisational skills
-Previous experience of working in a Paraplanning role
-It would be ideal if you have a G60 qualification, AF3 or equivalent. This is not essential however.
Reed Specialist Recruitment Limited is an employment agency and employment business
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