Career Advancement Opportunity for Financial Advisor
1 month ago
Job Title: Servicing Financial Advisor
Job Description:
In our vibrant and client-centric environment, we are searching for a skilled and passionate individual to take the next step in their career as a paraplanner. This role provides a unique chance to collaborate closely with seasoned professionals and grow towards becoming a Servicing Financial Advisor.
Key Responsibilities:
- Collaborate with advisers to craft recommendations
- Conduct thorough research and analysis of products and providers
- Review contracts and maintain meticulous records
- Conduct annual reviews for valued clients
About Us: Our client offers a competitive salary, generous annual leave, pension contributions, professional development support, and a supportive and collaborative environment.
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Career Advancement Opportunity
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Colchester, Essex, United Kingdom Financial Divisions Full timeAbout the PositionThis Servicing Financial Advisor role involves collaborating with experienced advisers to develop personalized recommendations. As a Paraplanner, you will play a pivotal role in advancing your skills and knowledge.Key ResponsibilitiesCrafting Recommendations: Work closely with advisers to create tailored advice for clients.Research and...
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