Financial Planner/Financial Advisory - UK Operations - CFP

- Require relevant exp with CFP certification Certified Financial

- Planners (CFP) from Financial Planning Standard Board of India

- Budget - 6 lac - 8 lac pa

- Excellent communication skills

- Should be ok to travel to UK.

This will be a financial advisory role - which will include portfolio management for customers.

- Candidates preferred with UK Financial market knowledge and details of insurance products.

- To operate a Suitability Report writing service for PFP Partners and Financial Planners

- To collate and transfer information provided by Partners into a compliant report format

- To produce reports that meet the required Advice Quality standards

- To apply technical expertise to the prodcution of Suitability Reports

- To support Partners in meeting regulatory deadlines for Suitability Report submission to clients

Experience of providing technical support to an adviser:

- Experience of producing reports

- Experience of working in the financial planning market

Knowledge:

- Working knowledge of financial products and taxation