Coast Specialist Recruitment
Woking, Surrey
08 Jul 2017
07 Aug 2017
Contract Type
Full Time

We are a firm of financial advisers, providing advice to private and corporate clients on investments, pensions, estate and tax planning, mortgages and life, medical and health insurance. The business is constantly growing and we are celebrating our 15th anniversary this year.

We are looking for a candidate with experience in a financial services firm to work in a small team providing technical support to the Adviser Team. Working in a modern open-plan office on a business park on the edge of Peterborough in a small company of around 20 employees.

The role primarily involves:

  • Analysing provider and product information and updating database with this information

  • Producing accurate reports for client meetings within specified deadlines

  • Preparing suitability letters for a full range of products

  • Providing technical support to the whole of business

    Skills & Experience required

  • Level 4 Diploma in Financial Planning

  • Experience of working in a financial advice firm

  • Good technical knowledge of pensions, investments and protection products

  • Able to produce accurate, high quality work in a timely manner

  • Able to work in a small team and prioritise own workload

  • Excellent IT skills and able to grasp new processes easily - previous experience of using Iress/Adviser Office would be useful but not essential


  • Salary on offer around £40,000 depending upon experience and qualifications

  • Working hours are Monday-Friday, 9am - 5.30pm with one hour lunch break

  • Company pension after 3 months

  • Six months’ probationary period

  • Private medical insurance available after probationary period