Defaqto Jobs
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Minster Financial Management Ltd-Beverley
and these are recorded in accordance with company procedures
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4. Essential experience required:
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• Intelligent Office
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• Quilter, Aviva, Aegon Platforms
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• Prudential online system
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• One drive and Microsoft 365
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• Defaqto (training provided...
TEMPLEGATE RECRUITMENT LIMITED-Leeds
Experience using Defaqto
Experience supporting an Adviser with a varied client bank
Strong report-writing and analytical skills
Previous experience with pensions, investments and protection
A genuine ambition to progress into an Adviser role
How to Apply...
Blakemore Recruitment-Bedford
Writing suitability reports
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• Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto
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• Create and maintain client files and enter details onto back-office database
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• Liaise with Trainee Paraplanners
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TEMPLEGATE RECRUITMENT LIMITED-Leeds
Experience using Defaqto Experience supporting an Adviser with a varied client bank Strong report-writing and analytical skills Previous experience with pensions, investments and protection A genuine ambition to progress into an Adviser role How to Apply...
jmmst.com -
Charles Stanley-London
The CIO Office partners across Raymond James Wealth Management to deliver strong client outcomes through investment research, market insights, portfolio guidance, and asset management expertise. The team is also responsible for supporting client...
mbf.-Manchester
and client-focused approach. Experience with FE Analytics, Voyant or Defaqto would be useful but is not essential.
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Development and benefits
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• The business supports further study towards Certified or Chartered status. You will work...
1 similar job: Buxton
Charles Stanley-London
administration across intermediary platforms and respond to platform queries
• Maintain CRM data accuracy and support pipeline and opportunity reporting
• Produce adviser comparison reports using FE Analytics and Defaqto
• Act as point of contact for adviser...
mindmatch.ai -
TEMPLEGATE RECRUITMENT LIMITED-Kingston upon Hull
Experience using Defaqto
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• Experience supporting an Adviser with a varied client bank
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• Strong report-writing and analytical skills
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• Previous experience with pensions, investments and protection
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• A genuine ambition to progress into an Adviser...
Leicester
file organisation and post-meeting administration
• Preparing portfolio overviews based on provider information
• Producing financial planning reports, including:
• Defaqto risk reports
• FE Analytics fund research
• CashCalc...
cv-library.co.uk -
TEMPLEGATE RECRUITMENT LIMITED-Bradford
office-based in Leeds
Desirable Skills:
• Experience using Intelligent Office (IO)
• Experience using Defaqto
• Experience supporting an Adviser with a varied client bank
• Strong report-writing and analytical skills
• Previous experience with pensions...
mindmatch.ai -
Financial Divisions-Bristol
carries a five-star Defaqto rating on its core managed portfolios and offers whole of market products, giving you a genuinely strong proposition to take to market. Structured training and career development programmes are in place for those who want...
TEMPLEGATE RECRUITMENT LIMITED-Leeds
office-based in Leeds
Desirable Skills:
• Experience using Intelligent Office (IO)
• Experience using Defaqto
• Experience supporting an Adviser with a varied client bank
• Strong report-writing and analytical skills
• Previous experience with pensions...
TEMPLEGATE RECRUITMENT LIMITED-Bradford
office-based in Leeds
Desirable Skills:
• Experience using Intelligent Office (IO)
• Experience using Defaqto
• Experience supporting an Adviser with a varied client bank
• Strong report-writing and analytical skills
• Previous experience with pensions...
TEMPLEGATE RECRUITMENT LIMITED-Ripon
Experience using Defaqto
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• Experience supporting an Adviser with a varied client bank
/n
• Strong report-writing and analytical skills
/n
• Previous experience with pensions, investments and protection
/n
• A genuine ambition to progress into an Adviser...
TEMPLEGATE RECRUITMENT LIMITED-Harrogate
Experience using Defaqto
/n
• Experience supporting an Adviser with a varied client bank
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• Strong report-writing and analytical skills
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• Previous experience with pensions, investments and protection
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• A genuine ambition to progress into an Adviser...
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