Reference:VAC-564
Sector:Finance
Salary:Competitive
Town/City:London
Contract Type:Full time
Talk to Simon Juniper
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The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans, investment focused and cross checking work to ensure complete accuracy of information.
This client are looking for someone who can bring clients with them, where they will be supported with fantastic admin and compliance as to focus on clients and business development.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Building a client base
- Prepare financial plans and check their accuracy
Qualifications
- 2+ years' of industry experience
- CII Diploma in Regulated Financial Planning or LIBF's DipFA (Level 4)
- Strong understanding of the investment business
- Excellent interpersonal skills
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