Financial Services Leader
1 week ago
£60,000 - £80,000 per annum, depending on experience.
Required Skills and QualificationsTo be successful in this role, you will need:
- Level 4 Diploma in Financial Planning
- Level 6 Advanced Diploma in Financial Planning or working towards it
- Experience in a paraplanning or technical role within a financial planning firm
- Excellent communication and relationship-building skills
We offer a comprehensive benefits package, including:
- Pension scheme
- Life assurance
- Disability insurance
You will be required to:
- Act as a member of the Investment & Risk Committee (if required)
- Employ best-practice fiduciary standards in overseeing the investment program
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