Proficient in using financial planning software and CRM systems – training can be provided Apply today to be considered...
credible client relationships Experience using IT Systems and Software including platform/provider websites and portals...
software Researching financial planning solutions and investment products Writing suitability reports and technical... Experience using financial planning software such as Voyant, Genovo, FinaMetrica, or similar The ability to work independently...
. Develop an understanding of investment software and research tools. About You We’re keen to speak with candidates who...
software would be advantageous but is not essential. What’s on Offer? Salary of £40,000 – £45,000 Stable, long-established...
software. Intermediate to advanced Excel skills. Excellent written communication and report writing abilities. A desire...
cashflow modelling software Progress towards higher-level financial planning qualifications Desire to ultimately progress...
(IO) Knowledge of FE Analytics Experience with Dynamic Planner Exposure to cashflow modelling software Understanding of financial...
, including income, expenses, assets, and liabilities. Use financial planning software to model various scenarios and projections...
income, expenses, assets, and liabilities. Use financial planning software to model various scenarios and projections...