We are looking for an experienced adviser to join our team and assist us in servicing our established and ever growing client bank. The position offered is on an employed basis with a generous basic salary which will be based upon experience, plus variable performance related income and a benefits package with expected OTE of up to £65k.
To be successful within this role you will need excellent communication and interpersonal skills to help build and maintain client relationships. You will be qualified to give advice and working towards higher level qualifications, such as Chartered.
Full compliance, paraplanning and admin support is provided by our experienced and qualified team.
Full time Paraplanner
We are looking for an experienced Paraplanner.
A current holder of the Diploma in Financial Planning or be actively working towards this qualification you will join our two existing Paraplanners.
You will be working closely with our Financial Advisers conducting research and writing client reports and must therefore be able to demonstrate a sound knowledge of pensions, investments and life assurance, including an understanding of the tax treatments and associated risks in each area of advice.
To be successful in the role you must have a consistently excellent attention to detail, a methodical and organised approach to work with the ability to work on your own initiative. Excellent standards of English and Maths are also a must.
Full time Administrator
We need an experienced Administrator to join our support existing team. You will be dealing with the processing of new business applications, client requests and general ongoing maintenance of our client portfolios. You will be involved with all areas of the business including pensions, investments and life assurance for our individual and corporate clients.
Part time Administrator
To cover a very specific role within our organisation. Instead of dealing with general administration for our clients, you will be responsible for the work required to conduct monthly investment reviews for our existing clients. This includes updating client portfolios and producing valuations as well as executing specific transactions within their portfolios as a result of the investment review recommendations.
To be successful in the above roles you must have a consistently excellent attention to detail, a methodical and organised approach to work with the ability to work on your own initiative. Excellent standards of English and Maths are also a must.
Hours for the full time positions are Monday to Friday 9am to 5.30pm. Hours for the part time position are flexible but we would require a minimum of 23 hours per week.
For a detailed job description and further details please send a CV and covering letter to:
Nsure Financial Services
93 Rowlands Road
or email firstname.lastname@example.org
Strictly No Agencies.