Harper Recruitment Group
£30,000 per annum
Ref: 1911 £30,000 Perm Nottingham
Are you experienced in a range of financial planning services including pensions, investments, protection and estate-planning? We are recruiting for a experienced professional with IFA/Wealth Management experience to join a well-established, highly reputable Nottingham business.
Duties will include
Producing client suitability reports
Obtain quotations, key features and applications for client meetings
Assess client files and associated documentation
Analyse individual clients circumstances, needs and objectives
Research products and investment funds
Assist in the implementation of remedial actions
Receive incoming telephone calls and resolve enquiries
Ensure relevant documentation is received and delivered to advisors on time
Skill and experience required
Previous experience in a similar role essential
General knowledge of employee benefits, corporate pensions advantageous
Knowledge of FCA rules essential
Intelligent Office or similar advantageous
In return for your Paraplanner skills you will receive industry leading training and career development from one of the UKs leading influencers in the Wealth Management industry.
This is a perfect platform to develop your career within financial services!
Please note: This job is not covered by BeSpotted applicant protection.