The opportunity for an experienced Financial Services professional to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.
During a period of key expansion, our client in Surrey is looking for an experienced Financial Services professional to support the successful Financial Planners of the business. You will be responsible for preparing client suitability letters and financial report writing, You will be working in a supportive team environment where progression is strongly supported.
pension - 5% employer contribution
25 days holiday - annual increase of 1 day per year of service
4 x DIS
What’s needed to be considered?
In order to be considered for this unique opportunity, candidates need to have -
Level 4 Diploma in Financial Planning (DipPFS/FA)
Previous experience within a fast-paced IFA Practice
High level of analytical capability and good communication skills
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner