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Form of work
SalaryOur client who are a leading financial services firm committed to providing tailored solutions to meet their client's needs. With a focus on excellence and innovation, they strive to deliver exceptional service and support to help their clients achieve their financial goals.
The successful candidate will play a crucial role in supporting the Advisers and Para-Planners, ensuring the smooth operation of our financial services department. If you have a minimum of 2 years of experience in financial services and are proficient with Intelligent Office, we encourage you to apply!
What the role involves
- Working closely with the Advisers and Para-Planners within the Financial Services Team
- Preparing Valuation Reports and packs for annual review meetings
- Processing Fund Switches, Withdrawals and New Business
- Distributing Mail daily
- Collating plan/policy information from Providers
- Dealing with queries from our Tax Department on client's investments/pensions etc
- Income and Fees Reconciliation
- Experience on several provider platforms
If you would like to find out more about this opportunity, please send your CV or call Kirsty on 07585 334 140.
