We are looking for individuals who are motivated and wanting to further their career within the Employee Benefits financial services industry to join a growing national IFA firm. We are looking for an experienced candidate, with a level 4 diploma as a minimum.
You are professional, ethical, innovative, and naturally look for the best outcome for our clients. You should be a strong organiser with the ability to prioritise and have a positive ‘can do, will do’ attitude.
You should be a great communicator with a diverse range of people and enjoy working either within a team and individually - managing your own workflow and tasks independently and efficiently. You will be required to keep up to date with technical, product and provider changes.
Skills:
Experience in a role in a similar environment.
Experience of working with IT systems that support this service
Good technical knowledge and understanding of relevant regulations rules
Diploma in Financial Planning or working towards