Hays Specialist Recruitment Ltd
Financial Planning Assistant
Liverpool, United Kingdom, GB - Financial Services
An opportunity has arisen for a Financial Planning Assistant to join a Successful IFA Practice in Liverpool. This is a fantastic opportunity for candidates committed to self-development, and those seeking a long-term career opportunity within a Financial Advisory Practice.
The main duties of the role will involve:
Supporting one Adviser
New business processing for Protection, Investment and Pension products
Obtaining quotations and illustrations
Liaising with product providers on a daily basis
Template report writing
Producing client valuations
Being the first point of contact for client queries
The successful candidate will have a great level of product knowledge and will ideally have experience of using First Software (Avelo).
An excellent remuneration package is on offer.
For further details of the role please call Jay Sherman on 0161 236 2622.
Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
£18000.00 - £21000.00 per annum
Posted May 28, 2014 at 11:03AM from LinkedIn http://ift.tt/1px8I4c
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