Address
Form of work
SalaryAre 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 or towards paraplanning.
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
- Arranging meetings with clients on behalf of the Financial Planners
- Ensure new business is packaged up accurately and passed across to Support Team Manager
- To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers.
- To ensure clients are offered a review meeting at least once a year as per our procedures.
The candidate:
- Good working knowledge of Microsoft Office & Outlook
- Relevant experience within Financial Services preferred
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.
By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.
