We are recruiting for a well regarded Financial Planning Practice based in Guildford.

The applicant should be highly experienced and certainly have been working in Financial Services for at least five years.

Qualified to Diploma status or working towards it. The candidate must have experience in the following areas:

Processing new business for both individual and corporate clients.

Extensive knowledge of Investment Bonds (onshore and offshore), ISAs, Venture Capital Trusts, pensions (individual and group), Private Medical Insurance, and Life-related business.

The applicant should be very confident on the telephone and be able to fit into a team of advisory, advisory support, and admin.

The applicant needs to be extremely competent using IRESS AO product (formerly 1st Software), especially the fee reconciliation side of the software, which will be a very important part of this role.

The candidate will have excellent nu...