Our client is an award winning financial services company and offer a broad range of services to help manage a client?s wealth and achieve their financial and lifestyle objectives.
They believe in building long-term relationships with clients based on trust and high levels of service.
? Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser
? Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. Undertake research to identify suitable solutions to meet the client?s needs. Request and obtain information/comparisons for analysis by the Adviser. Consider current and future allocation of assets for investment strategy with regard to client risk profile.
? Check all compliance paperwork and internal sign off documents are present.
? Prepare draft recommendation reports to be discussed/signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures.
? Request and obtain application forms and other associated paperwork.
Skills and Experience
? Understanding of the Financial Planning/Corporate Advice process, where appropriate
? Ability to work within defined business processes and to achieve agreed outcomes without supervision.
? Ability to multi-task and to prioritise and plan own workload.
? Good report writing and communication skills.
? Regulated Diploma in Financial Planning (CII) ? Level 4 or Diploma in Financial Planning
Please visit www.idexconsulting.com for further opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies.
Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Tue, 07 Oct 2014 15:34:18 GMT