My client are a firm that provide individuals and businesses with a bespoke service, tailoring financial solutions to their needs and objectives. They fully value and understand the fact that each individual is unique and every business has different goals and aspirations.
If you are interested in this opportunity, please call me now on 01179 304820 or e-mail me at Katie.Mihaylov@reedglobal.com
Your responsibilities will include:
-To prepare financial planning reports within the set service level agreements of the firm
-Participating in and delivering financial research on products and investments and products
-To communicate with IFA’s on a regular basis in order to gain sufficient information on client cases and updates
-Preparing and delivering bespoke investment reports to clients through the analysis of existing investment portfolios
-Developing knowledge and technical understanding of all financial planning concepts
The experience you need:
-Diploma in Financial Planning
-Experience of working in an IFA environment
-Attention to detail and a high level of accuracy
-A high standard of written and numerical skills.
-Experienced in using Microsoft Office
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