Ideally you will have 3 + years experience working within a IFA Practice environment in a technical administration position. Any industry relevant qualifications are advantageous.
Duties such as...
· Producing financial reports when required
· Request information from clients, providers and other third parties for the Para Planner / Adviser to prepare plans best suited to individual clients' requirements;
· Managing Financial Adviser’s diaries;
Please contact firstname.lastname@example.org for further information or apply online today!
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