Senior Financial Services Professional
4 weeks ago
About Our Client
This is a well-established, but growing firm based in the North West, with over £150m worth of assets under management, offering good access from motorway and public transport links.
Job Description
- Preparing client portfolio valuations, producing illustrations, and processing new business.
- Managing pension transfers and withdrawals.
- Compiling suitability reports for the Financial Adviser's approval in accordance with company policy.
- Sending reports and investment information to clients.
- Accurately inputting data into the system for clients.
The Successful Applicant
- Previous experience in an IFA or financial planning firm.
- Proficiency in Microsoft applications and platforms like Quilter, AJ Bell, etc.
- Competitive salary and benefits package.
- Opportunity to work in a dynamic and growing firm.
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