The ideal candidate will be:
- You will ideally be Diploma qualified or part qualified.
- Experienced in cash flow (desirable not essential)
- Experience within an IFA practice
- DB transfer experience will be desirable but not essential
- Attend Client meetings, Note taking
- Supporting the financial Advisor
- Having an active involvement in the client relationship
- Research and produce technically accurate follow up work (Written)
Please contact Tegan Sillett at Dynamite Recruitment for more details or apply now!!!!