Financial Planning Support Consultant
Altrincham based IFA Practice actively seeking an experienced/qualified Financial Planning Support Consultant to deliver on client service promises in a proactive and effective manner.
Provide effective technical and detailed support, back up and assistance.
Resolve queries from both clients and insurers.
Undertake details research/analysis of funds and providers.
Conduct client meetings in a professional manner.
Ensure service is delivered in line with agreed fee/service levels.
Undertake all activities in compliance with regulations and company requirements.
Maintain knowledge and skills in an ever changing Financial Services market.
Candidates must possess Financial Services market experience, willing to consider either advising or supporting function. A comprehensive knowledge of all financial products is a must. The role requiries excellent communication and organisational skills, the ability to work well with colleagues and attention to detail.
Diploma in Financial Planning qualified (or equivalent) or very near to it, is essential. Candidates must also be committed to working towards Chartered Financial Planner status - there is an oportunity to progress to Adviser once Chartered status is achieved.