Seeking c£21k
Candidate Profile
TECHNICAL ASSISTANT who has gained over 4 years experience within financial services. Currently responsible for setting up files ready for IFAs client meetings, which includes producing valuations, analytical reports, summary of dividend payments, various illustrations for IHT Planning, life cover policies and also compliance documents. Liaises with the product providers and clients on a daily basis, arranges meetings on behalf of the IFA and processes business through various online systems. Compiles completed files to send to the compliance department within the network, and produces suitability letters to comply with FSA regulations.Currently studying towards R01 qualification.Keen to secure an administrative/sales support role within a progressive company.
Contact
Jenny Brophy
T:
0113 244 0846. Mon-Fri 8.30am - 5.30pm.
F: 0845 458 8619
E:
jbrophy@iauk.co.uk
