Job Description:
We are recruiting for a well-regarded Financial Planning Practice based in Guildford.
The ideal candidate should have at least five years of experience in Financial Services and be qualified to Diploma status or working towards it. Key responsibilities include:
1. Processing new business for both individual and corporate clients.
2. Extensive knowledge of Investment Bonds (onshore and offshore), ISAs, Venture Capital Trusts, pensions (individual and group), Private Medical Insurance, and Life-related business.
3. Communicating confidently on the telephone and collaborating within a team comprising advisory, support, and administrative staff.
4. Utilizing IRESS AO software (formerly 1st Software), especially the fee reconciliation module, which is a critical part of the role.
The candidate should possess excellent numeracy skills and be proficient in Excel. A great salary and benefits package is on offer.
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