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Form of work
SalaryYou will be liaising with clients, providers, and colleagues so, a high standard of communication skills both written and oral, is essential. You will also need to have good analytical and problem-solving abilities and have an excellent attention to detail.
Duties include:
- Preparing recommendation reports and client sign up packs, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds
- Attending client and product provider meetings
- Processing new business to completion
- Builds and fosters relationships, communicating effectively at all levels, to ensure consistent responses
- Interpreting information and statistical data
Financial planning qualifications are desired but not essential – these can be gained and supported during your employment here.
£28,000 - £34,000
Chichester
28 days holiday
Free Parking
Supported exams and qualifications
Internal career progression
For further information on this role or to apply please contact Tegan Walsh at Dynamite Recruitment
