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Financial Planning Support

Dodd Wealthcare, Carlisle, Cumbria

Job id:
329801240
Published:
26-04-2018
Expires:
25-05-2018
Job type:
Full-time
Job sector:
Finance & Accounting
Job id:
329801240
Published:
26-04-2018
Job type:
Full-time
Expires:
25-05-2018

Dodd Wealthcare

Financial Planning Support
 
You will be expected to act as the all important interface between the Financial Advisor and our clients. You should have the ability to produce high quality suitability reports, financial analysis and comparisons as well as constructing and maintaining compliance files to the highest standards.
 
The successful candidate will:
  • Have previous experience of, and enjoy working in, a busy regulated financial services organisation.
  • Have strong computer skills and be able to conduct research to find appropriate client solutions.
  • Be attentive to the needs of our clients and have excellent listening, verbal and written communication skills. A keen eye for attention to detail is also required.
  • Possess strong organisational skills, be able to prioritise tasks and be self motivated.
Ideally, the candidate will be qualified to Level 3 Certificate in Financial Services and working towards Level 4 Dipolma status in Financial Planning. Full examination support will be offered to any candidate currently working towards a timetable for achieving this qualification.
 
For an application form or for further details, please click on the apply button down below.
 
The closing date for completed application forms is Friday 25 May 2018.

Dodd Wealthcare Limited is an appointed representative of Investacc Limited which is authorised and Regualted by the Financial Conduct Authority.

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