Job Description

The position will entail management and mentorship of a team of 6, work allocation, MI reports, as well as client support work such as processing new business, client management, servicing of existing business, platform based work, requesting illustrations and regular contact with clients & other third parties.

 

Required Knowledge, Skills, and Abilities

The suitable candidate will have 2years+ experience of working within a Financial Planning practice as well as knowledge of the industry products (pensions, investments, protection), procedures and regulations. They would also have good grasp of Wrap Platforms and Intelligent Office also. Progress made towards the Diploma in Regulated Financial Planning would be advantageous.