Our client, a very successful Wealth Management Company is looking for an experienced and qualified Technician to join their successful team
Key responsibilities include:
Assist advisers in dealing with complex queries and formulating complex recommendations.
To provide technical advice on all aspects of financial planning including taxation, life assurance, pensions and investments, to the Company’s Financial Advisers.
To provide advice on insurance company and other investment company products to the Company’s Financial Advisers
Assist Technical Helpline Team Leader in additional duties where required and provide cover in the event of absence.
Assist advisers in formulating appropriate advice for our customers
Analyse investment research and coordinate this with our customers objectives and risk profiles to determine an appropriate course of action
You will need to be Diploma qualified, with experience of Financial Planning in either an Advisory or Back Office/Technical Support capacity.
Remuneration includes basic salary, bonus and full benefits. There is also the opportunity to develop your career toward a full financial planning advice role