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Before we begin just to let you know this isn't like your standard agency performance marketing role: you inherit a client, get the account logins and away you go.
Repeat daily for maybe 12-18 months before you jump to the next agency.
After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning
The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
IRC is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Milton Keynes offices.
Work with brand managers and others to establish and review sales forecasts.
Analyse sales data, identify trends and patterns in sales by category and by sku, forecast demand and manage inventory levels to support forecasts.
General
Our client has a permanent vacancy for an Inventory Planner to analyse product and sales data to forecast future inventory requirements and achieve maximum stock availability within agreed open to buy constraints.