This candidate is required to have a minimum of 2 years Financial Services experience ideally within an IFA.
To join the back office support team dealing with all aspects of client support work i.e. preparation for client meeting including client valuation, providing all the necessary requirements to the paraplanning team to enable them to create a suitability report, dealing with adhoc client queries, working from meeting notes and dealing with advisers requests, processing business and moving funds (buys/sells/switches) on platforms, maintaining our client database the list goes on and is varied.
Ideally the candidate will be studying toward either the certificate or diploma in financial services.
A minimum GCSE grade for Maths and English of C or above.
Salary is negotiable dependant on experience with a range from GBP18,000 to GBP25,000.