Private Client Senior Support
We currently have a vacancy for a Support role in our Private Client team in Bury St Edmunds.
Your role would be working in a team of seven advisers, but focusing on the support of one or two advisers. You would work with a few others to manage the workload, including preparing for client reviews and following up actions and dealing with new business. You would be working with platforms as well as traditional insurers, covering the full suite of advice areas, including pensions, investments, protection, tax and trust planning.
Ideally you will have relevant experience and working towards being qualified with the CII Diploma.
We currently have a vacancy working in our Corporate Support team in Bury St Edmunds.
Working with a team of four advisers, you would cover Auto Enrolment, secondary market, group risk products, plus business protection. With other team members, you would be preparing for review meetings and following up actions as well as working on new client requirements.
Ideally you will have relevant experience and have both pension and group risk qualifications via the CII.
To talk more about the roles, phone Lesley Delaney on 01284 773753 or email firstname.lastname@example.org
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