Apply for this job The opportunity for a Technical Financial Planning Professional to join an exceptional Wealth Management Practice working from their beautiful Witney based offices, who provide exceptional training and study support.
Our client is looking for a technical financial planning professional to support the successful Financial Planners of the business. In this role you will responsible for checking reports, updating procedures and training of staff. You will have the opportunity to work in a supportive team environment where progression is strongly supported.
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 (Advantageous) 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. 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, Compliance, Trainer, Leadership Apply for this job