My client, a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team.
The ideal candidate will come from an IFA administrative background however my client will consider someone with a transferable administrative background such as mortgages or legal work with a desire to break into the Financial Services sector and establish their career.
Role Purpose
To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal clients.
Principal Accountabilities
* Working in conjunction with the adviser and paraplanner, if applicable, to ensure that a very high level of financial planning support and servicing is provided to all our clients.
* To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
* To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
* To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting.
1. To c...