Based at our Witney office, we are looking for a suitably experienced and qualified individual who will be responsible for:
- providing all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser.
- writing comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand).
- providing support to the adviser team on technical matters.
Courtiers will provide a competitive salary with an excellent benefits package, exam support and ongoing opportunities for personal development.
To identify whether this may be a suitable opportunity for you, please review the vacancy description in more detail.
To apply please send your CV via email.