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- Posted By: EMPLOYMENT SPECIALISTS LTD
- Address:
- Contact: 01473 344950
- Date Posted: 1st Sep 2008
- Salary: £24,000 - £30,000
- Location: Ipswich
- Reference Code:
- Views Since Posting: 168
- Full Description:
My client is an Insurance Broker with a Financial Service Division and many years specialising in providing a personal and pro-active service to both large and small clients.
Job Description
You will be assisting financial planning fee earners in advising clients. You will draft reports and letters providing advice to clients in accordance with the Firm’s procedures, assist with technical queries and research best advice and obtain quotations and product literature.
You should be familiar with the Best Advice Panel and the procedures for off-panel recommendations and be expected to provide clients and team members with a level of service that meets or exceeds expectations.
Person Specification
The ideal candidate will have previous data research and report writing experience and will hold full FPC and G60. Also an enthusiastic and energetic approach with a can do attitude towards the role.
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