{"title": "Client Focused Suitability Specialist"}

3 weeks ago


Leeds, Leeds, United Kingdom Intellect UK Group Limited Full time
{"description": "

We are seeking a skilled Client Focused Suitability Specialist to support our Independent Financial Advisors and Senior Paraplanners in preparing high-quality client-focused suitability reports.

The ideal candidate will have excellent communication and organizational skills, with the ability to manage and update our CRM system effectively.

Key Responsibilities

  1. Prepare client-focused suitability reports to the highest standard.
  2. Manage and update our CRM system to ensure accurate and up-to-date client information.

Benefits

Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance

"}

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