Connecting...

Back to results list

Report Writer

Location: HOVE, EAST SUSSEX Salary: 24000 - 30000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: about 1 month ago Reference: 3069223
A Chartered Wealth Management Practice based in Hove are seeking a Senior Financial Planning Administrator to join their large scale team to contribute to the 5* whole of market Financial Advise that is provided. 

Excellent opportunity for a motivated and ambitious individual who is looking for a career in Paraplanner.

Full study support provided towards Level 4 Diploma in Financial Planning and then onto Chartered status.

My client is looking to pay upto £30,000 for a strong IFA Administrator with Report Writing experience, specifically pensions and investments.


Duties...
- Work alongside one other paraplanner.
- Responsible for assisting the appointed IFA with existing clients.
- Preparation of reviews and group renewals.
- Write reports and deal directly with clients.
- Managing existing clients.
- Preparation for meetings and reviews and the ability to take responsibility for the follow up actions.

Skills...

- Ideally working towards Level 4 Diploma in Financial Planning
- Strong report writing skills
- Upto date product knowledge 
- Excellent communication skills, written and verbal.

Please apply online for further information, or send your most up to date CV to chez.rudiak@reedglobal.com 


Similar jobs