Location: Yeovil

Salary Indicator: GBP23,000 - GBP28,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team

Responsibilities:

Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers

Prepares reports and letters providing advice in accordance with the Firm`s standards and compliance guidelines

Maintains client information accurately on financial planning software and maintains client and firm`s files in a well presented, accurate and compliant manner

Is familiar with the Firm`s best advice panels and the procedure for off-panel recommendations

Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

FPC or Certificate in Financial Planning

Full AFPC or Diploma in Financial Planning

Certified Financial Planner Licence

Financial Planning with study support towards AFPC or Diploma in Financial Planning

Have previous data research and report writing experience covering both investments and pensions.

Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues

Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients