20 June 2019
Salary: £30000 - 35000 per annum
Sector: Accountancy and Finance
Job Type: Permanent
Job Reference: BMC/06/2687 KL
DD: 0191 303 9297
M: 07494 397 019Email Kathryn Lee
Our client is an Independent Financial Advisory Firm with a national presence and an entrepreneurial and dynamic feel who are continuing to grow nationally as well as regionally.
We are looking for highly skilled and ambitious individuals to join to their team to assist their strategic growth plans.
You will work closely with our Financial Advisers by providing technical support in the process of servicing our Clients’ Financial Advice needs.
You will instinctively provide excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports.
The responsibilities required in this role are:
The following skills are essential: