Company

Brevere GroupSee more

addressAddressNottinghamshire, England
type Form of workPermanent, full-time
salary Salary£26,000 - £30,000 per annum
CategoryAccounting & Finance

Job description

Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.

Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.

The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.

Duties for this role will include:

  • To provide business support to Financial Advisers, working within the agreed business objectives
  • Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation
  • Administrative support to encompass the processing of new business and client valuations
  • To maintain and update client information
  • To assist the Practice Manager with operational projects were requested
  • Pursue personal development of skills and knowledge necessary for the effective performance of the role

The candidate:

  • Good working knowledge of Microsoft Office & Outlook
  • Knowledge of XPLAN Software and industry software
  • Relevant experience within Financial Services

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working can be offered with this role.

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Refer code: 2865177. Brevere Group - The previous day - 2024-02-23 23:18

Brevere Group

Nottinghamshire, England
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