Save JobEmail job Back to Search Job Description Summary Similar JobsFast-growing firm boasting a loyal network of clientsStrong opportunity to continue your paraplanning journey with a successful firmAbout Our ClientWell-established financial planning and investment management firm in Solihull who have experienced exceptional growth over the last 2-3 years due to effective marketing and referred work.Job DescriptionManage work flow for the local officeReceive and implement requests from AdvisorsGather and record client data on Intelligent OfficePrepare and deliver client reports to the highest professional standardsProvide information for annual reviews accurately and on timeCommunicate with clients effectivelyUndertake Financial Planning and product-based researchOperate within the compliance and corporate standards of the businessUndertake appropriate professional development and trainingReport on key measures on a regular basisComply with the Rules of the Financial Conduct Authority (FCA)The Successful ApplicantMinimum CII Level 4 qualifiedExperience working within FS in a similar capacityAbility to use technical financial planning tools, modelling softwareThe ability to communicate effectively in both written and verbal formA self-starter, able to work on his/her own initiative with a proactive and flexible attitudeWhat's on Offer£40,000 - £45,000 basicBonusPensionHealth care benefitsContactMatt TaylorQuote job refJN-092023-6195198Phone number07973600105Job summaryJob functionBanking & Financial ServicesSubsectorPrivate Banker / RM / Wealth ManagerSectorFinancial ServicesLocationSolihullContract typePermanentConsultant nameMatt TaylorConsultant phone07973600105Job referenceJN-092023-6195198
