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Job Description & How to Apply Below
As an organisation that works with Financial Advisory companies throughout England, we are always looking for the ideal candidate who will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Have a CII Diploma in Regulated Financial Planning or LIBF's DipFA (Level
4)? - 2+ years' of industry experience
- Strong understanding of the investment business
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