Qualifications CISI Level 3 (or equivalent) – desirable Willingness to work towards CISI Level 4 Investment Advice Diploma...
. What do you need to succeed? Must-have Hold a Level 4 CII/CISI certification (with FP & Advice paper) as a minimum, with progress... toward Level 6 CII or Chartered Wealth Manager (CISI Level 7) preferred. Demonstrated track record as a successful Wealth...
of financial markets, asset classes, and portfolio construction Progress towards or completion of CISI Level 7 (or equivalent...
policies, procedures and compliance guidelines What We're Looking For Qualified to level 4 (CII, LIBF, CISI all suitable...
paraplanner roles. To be considered for this paraplanner position: Level 4 Diploma qualified or working towards – CISI/ CII...
intersection of personal wealth and business success Ideal Profile: Diploma-qualified via CII or CISI (or close to achieving... for exams to CII or CISI Level 4 and beyond. Free onsite parking. 28 days holiday. Pension: 5% employee & 5% employer...
roles. To be considered for this paraplanner leader position: Level 4 Diploma qualified or working towards – CISI/ CII...
qualifications (CISI, CII) Familiarity with systems such as Sage People, Access, or similar HRIS tools...
. Professional qualifications – ideally seeking those with Level 6 CII, CISI or LIBF or individuals working towards attainment...
or Level 6 Diploma in financial advice with a recognised professional body (CII, CISI, etc.) is a real plus. Compliance...