Adviser Support - Pensions and Investments

Recruiter
Solutions Recruitment
Location
Newark, UK
Salary
Competitive
Posted
19 Jul 2019
Closes
23 Jul 2019
Ref
1158067831
Contract Type
Permanent
Hours
Full-time
Level of qualification
Newly qualified, Qualified
We are working on an exclusive basis with a client based close to Newark to find the right candidate to support initially a financial advisor on an one to one basis in a evolving financial services company. The firm base everything they do around the client journey and hold this close in their company values. They have an established name in the region as one of the best at what they do, which in an industry where reputation is everything, says a lot What we are looking for is experience of the following - - Defined Benefit Pensions - Investments - Dealing with Providers - Assisting with Fact Find Information - Working in a Wealth Management or Financial Planning environment - Producing Letters - Using a mixture of software packages - Communicating with clients via written and verbal methods This is a fantastic opportunity to join a growing firm and support one of the advisors that sets the standard in the business and develop alongside this individual who will not only work with you but will support you should you wish to gain industry relevant qualifications such as the diploma level 4 in financial advice or any of the pensions specific certification. Because this role is as much about character of the candidate as it is about skill and experience, they are looking to offer a starting salary of upto£30,000 with excellent benefits to add which make this a very attractive option for someone looking for a new step in their career. We are ideally looking to start shortlisting candidates for interview by June 3rd so will be treating applications with a swift and prompt nature so if you apply please be expect us to follow up your application within 24hrs.

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