Financial Planning Assistant Required / Guildford, Surrey, London |
Financial Planning Assistant Required / Guildford, Surrey, London
£18000 TO £25000 PER ANNUM
FINANCIAL PLANNING ASSISTANT TRAINEE PARAPLANNER. As a key member of the financial planning team you will be required to administer sales information paper computer-based. Assist advisers to assist clients. Produce, under supervision, advice reports, suitability letters. Producing reports, including Pension analysis, existing policy analysis, portfolios. Working with system-generated reports for existing clients. Report writing for clients advisers, including product research support to the Advice Team. Understanding compliance with FSA regulations with company's internal administrative requirements, including internal database. Experience with databases is preferred. Collation of information, obtaining illustrations producing letters. Working towards achieving if not already achieved Certificate in Financial Planning .
You can apply for this job by telephoning 01483 202072 and asking for Geraint Davies.
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