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You will be responsible for conducting product research for Corporate and Personal Business, providing technical knowledge, preparing quotations and processing new business. You will be required to write reports, reason why letters and check factfinds. You will also provide technical advice to both advisers, clients and liase with life companies.
Successful applicants will possess the full Financial Planning Certificate along with experience in a sales support role, preferably from an IFA environment. The ideal candidate will have the ability to communicate at various levels. You must have a good working knowledge of financial services software and products.
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