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Report Writer/Paraplanner
This job has expired, and cannot be applied for.
- Posted By: Manpower UK
- Address:
- Contact: 01473 233344
- Date Posted: 28th Aug 2008
- Salary: £20000.0 per annum + Pension
- Location: Other
- Reference Code: 153930
- Views Since Posting: 219
- Full Description:
Fantastic opportunity to join our clients in their Colchester Branch.
Duties include producing financial product and investment product recommendations, Entering new clients onto 1st. Ensuring action points, Communicating with product providers in order to obtain policy information.
Candidates must have Financial Planning Certificate 1,2 and 3. Understand O & M, Sesame Research Panels and other technical software packages
Able to keep a time record of work undertaken on behalf of clients
Understand the advice process and the need for a commercial relationship with clients
Needs to have experience of the technical side of Investments and Pensions
Candidates must have Financial Planning Certificate 1,2 and 3. Understand O & M, Sesame Research Panels and other technical software packages
E-mail sharon.salmon@manpower.co.uk
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