Job description
We are recruiting on behalf of a well-established, independent financial planning firm located on the outskirts of Redditch. The firm has built a reputation for delivering clear, independent financial advice and tailored solutions for its clients.
This is an exciting opportunity for a proactive and detail-oriented professional to join the Business Support Team. You will play a key role in supporting financial advisers and delivering exceptional service to clients, while developing your skills and career within a growing, independent firm.
Key Responsibilities:
1. Processing new and existing business and providing full administrative support to advisers
2. Maintaining your own task-based diary and ensuring work is completed accurately and on time
3. Liaising professionally with clients, advisers, and product providers via phone, email, and in person
4. Assisting with client reviews and producing policy valuations
5. Performing accurate fund switches and asset allocations on various platforms
6. Ensuring compliance with internal procedures, Consumer Duty, and Treating Customers Fairly principles
Skills & Experience:
7. Previous experience in financial services administration
8. Strong customer service and communication skills
9. Excellent attention to detail and ability to prioritise multiple tasks
10. Proficient in Microsoft Office; experience with back-office systems and investment platforms is desirable
11. Driving licence preferred due to limited public transport
Benefits:
12. Flexible 35-hour working week with early finish on Fridays
13. 26 days' holiday plus bank holidays, with option to purchase additional leave
14. Contributory pension and death-in-service benefit
15. Support for personal and professional development, including funding towards Diploma exams
Interested? Get in touch for a confidential conversation about the opportunity.
Ellie Sedgwick