January / February 2019 start.
This international corporate financial planning organisation are recruiting for their Portugal offices. Level 4 Diploma or working towards it.
To provide full professional planning support to Partners and Senior Managers.
Duties in brief:
*Prepare and maintain client files
*Ensure compliance of paperwork and KYC is up to date and accurate
*Collecting detailed information to compile a Financial Plan
*Compile financial cash flow forecast
*Compile net worth statement, income and expenditure statements
*Identify areas for planning
Essential Skills and Experience:
*Level 4 Diploma or nearly at this level
*Excellent understanding of the financial planning process
*3 years minimum relevant experience
*Strong report writing skills
*Proficient IT skills and spreadsheet knowledge
If you are interested in this role, or would like to find out more then please contact Janine at Excel Recruitment today.