The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Must have CII Diploma in Regulated Financial Planning or LIBF\βs DipFA (Level 4)?
- 2+ years\β of industry experience
- Strong understanding of the investment business
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Contact Detail:
Mbi Staffing Recruiting Team