AFFINITY FINANCIAL PLANNING in Glasgow Salary

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33 KITTOCH STREET EAST KILBRIDE GLASGOW G74 4JW
TIN: SC222052
  Finance and Insurance
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AFFINITY FINANCIAL PLANNING
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AFFINITY FINANCIAL PLANNING is looking for employees for positions:

senior administrator

  • senior administrator

Working hours

  • full-time | Permanent

Salary

  • salary

Requirements

  • 2-5 years in an administrative role preferably within a financial services sector
  • an understanding of Financial Services to include
  • the role of an adviser
  • A strong team ethic is essential
  • financial “products”
  • principals of investment and fund management
  • knowledge of the advice process and regulatory requirements
  • sound judgment and the ability to make considered decisions in the absence of direction with an awareness of when to refer problems and issues as appropriate. Working effectively without constant or direct supervision