Senior Advice Technician for National IFA - Bromsgrove

Recruiter
Integrity Resource Solutions
Location
Bromsgrove
Salary
40000.0000
Posted
18 Mar 2017
Closes
17 Apr 2017
Contract Type
Permanent
Hours
Full Time

Our Client is a National Independent Financial Advisory organisation and they are looking for and experience Senior Advice Technician to be based within their head office in Bromsgrove.

You will demonstrate an excellent knowledge and interest in the concepts and requirements of personal and corporate financial planning

Experience in the support of IFA’s and other advisers and in particular in the preparation and delivery of research and suitability reports

Ability and willingness to make thorough and well-informed decisions in relation to advice cases that present a high risk to the business

Excellent written and numerical skills and an exceptional communication style

Aptitude in Microsoft Office and knowledge of research systems is preferable

Diploma in Financial Planning as a minimum qualification requirement

Willingness to take further qualifications, as relevant to your role

Excellent salary and benefits package on offer.