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Financial Services Professional
1 month ago
Key Responsibilities:
- Analyze client financial data to devise suitable strategies.
- Deliver high-quality suitability reports and letters.
- Conduct annual review analysis and reporting.
- Maintain accurate records and compliance documentation.
Your Qualifications:
- CII Level 4 Certificate in Paraplanning or equivalent qualification.
- Strong understanding of financial products and services.
- Ability to assess suitability in line with client goals.
- Excellent analytical and communication skills.
What We Offer:
- A competitive annual salary of £35,000 - £40,000.
- 33 days holiday, including bank holidays.
- Employer pension contributions of 3%.
- Death in Service benefit.
