Back to search
This great client needs a very skilled Financial Services candidate WITH A MIXTURE OF SKILLS IN FINANCIAL SERVICES - INCLUDING FINANCIAL SERVICES ADMIN AND A minimum RO4 financial services skills which lines up a candidate to be offered a bit more senior in experience qualifications. Be great if you have any link to junior paraplanning.
THE ROLE REQUIRES A VERY STRONG CANDIDATE WITH EXPERIENCE OF PROVIDING THE FINANCIAL ADVISOR FULL SUPPORT
If you are a skilled Financial Candidate LINKED TO BELOW you can apply for the office Based Role and get lined up for sure.
As outlined you must be senior financial services qualified with MINIMUM, hopefully of R04 EXAM or close to it linked to R01 to R03 if not : )
Lovely company and office based as outlined - SEE BELOW
They are seeking a confident and experienced Senior support so as to lead the support function linked to the business. This role is 100% office based and the successful candidate is unlikely to have less than 5 years' experience in a similar role. The candidate should ideally have made some progress with their CII qualifications and the successful completion of RO1, RO3 and RO4 is particularly important. The duties and skills required include the following:-
- The completion of suitability reports (using templates)
- Research
- Investment fund switches/rebalances
- Support around regular client reviews
- MI collation
- Power point, and Office 365 skills
- Use of various research tools and systems
- Confident communicator with clients and providers (verbal and in writing)
- Diary Management
- Self-motivated and able to work without supervision
- Client calls, scanning, emailing, printing and posting
- Support around the completion of all FCA reports and PI cover
- Maintain and update all client files
- Business submission and recording
- General office duties and support
IF YOU ARE SKILLED LINKED TO THIS THEN YOU WILL GET LINED UP BY ME TO THIS ROLE.
