A new and exciting opportunity is available with one of our Clients in Bury who are a small, professional and expanding firm of Chartered Financial Planners. Providing financial planning advice for successful business owners, professionals, high net-worth individuals and their associated businesses. Working as part of a technically minded and ambitious team of Consultants, the successful candidate will be responsible for providing an all round Paraplanning and Business Support function.
Daily duties will be varied consisting of;
- Carrying out product research
- Preparing and writing suitability reports
- Corresponding with clients
- Processing new business
- Changing investment strategies
- Performing fund switches
- Liaising with investment companies
- Maintaining the client database ensuring all information is correct and up to date.
It is essential that those applying for the role have previous experience working in a similar environment with product knowledge of Pensions & Investments.
You will have the ability to work as part of a professional team, and be able to work under pressure in a fast paced team. Exceptional communication skills are required in order to provide first class care to the firms Clients.
You will be highly professional with a strong desire to succeed within the industry and been keen to work, if not already, towards the CII exams.