{"title": "Client Focused Suitability Specialist"}
3 weeks ago
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
- Prepare client-focused suitability reports to the highest standard.
- 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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