Do you have a Para Planning/Financial planning background and would like to work for a well established company?
You will need to be level 4 certified or working towards the qualification, use adapt/wright suitability reports and cash flow modelling background.
You will oversee the team and provide office based admin and technical support completing all tasks relating to new business submission, data entry, analysis and report writing.
To provide administrative and highly technical support to advisers and senior managers and provide the client with a positive professional experience. Part of the role includes preparing client review files and conduct research.
If you would like to know more about the benefits or the role, please contact