Address
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 (phone number removed)
