About the role
If your passion is to work for an organisation where providing first class financial advice is at the heart of what you do then your future is with our client. You will play an integral role in developing the client's lifetime financial plans and fulfilling their financial ambitions by preparing written advice along with technical research to our Financial Planners.
The team are fun, friendly, outgoing. They have a good work life balance, the benefits package is exceptional and you will be eligible for a yearly discretionary bonus on top of a highly competitive basic salary.
Essential Skills, Experience and qualifications
You will have your Level 4 Diploma in Financial Planning with a desire to further your development and achieve the status of Chartered.
Excellent technical knowledge, including experience in recommending investments, pensions, life assurance and group schemes.
Proficient IT skills in core Microsoft Office systems.
Excellent verbal and written communication skills with an eye for detail.
Ability to work under pressure with a high volume of work.
Good time management and organisation skills
Professional telephone manner