Financial Services Professional
2 weeks ago
About the Role: The successful candidate will play a vital role in supporting our financial advisors, preparing financial illustrations, drafting suitability reports, and conducting cash flow projections. You will also be responsible for preparing materials for client annual reviews. If you have a passion for career advancement and a drive to exceed expectations, this could be the perfect opportunity for you.
Key Responsibilities:
- • Prepare financial illustrations and draft suitability reports
• Conduct cash flow projections and prepare materials for client annual reviews
• Support financial advisors in delivering top-notch service to clients
• Maintain excellent attention to detail and accuracy in handling client data
Benefits: We offer a competitive salary of ~£40,000 per annum, plus additional benefits including:
- • 25 days holiday per year plus English bank holidays
• ~£1,000 to cover travelling expenses
• Quarterly bonus after successful completion of the 6-month probation period
• 5% employer contribution to workplace pension
• Opportunities for career progression into training or supervisory roles
• Structured training in key business areas
• Free parking
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