Posted 13 June by Xpert Resourcing Ltd
Easy Apply Ending soon

A great opportunity to join a growing business based in Bury St Edmunds who are looking to expand their team and offering.

This is an involved and interesting role where the successful candidate will work closely with clients to offer individual reports and options to them.

The ideal candidate will have an excellent understanding of current regulations and legislation and be up to date with new financial issues. You will be expected to advise and offer suggestions to clients, ensuring that the right financial solutions are offered to them and all FCA requirements are met.

The ideal candidate will have at least the Level 4 Diploma in Financial Planning, with a desire to develop further and work towards Chartered status, excellent technical knowledge and experience in recommending a wide range of financial products, including pensions, investments and life assurance and an interest in wider financial markets.

In addition to this you will need to have had previous experience producing recommendation reports and it is essential that you have a good eye for detail and be able to gather information from a variety of sources to provide high quality written work.

If this sounds like you and you possess excellent verbal and written communication skills and a professional telephone manner then please contact us today.

Required skills

  • Paraplanning

Reference: 38210230

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