Your new company
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An excellent opportunity has arisen within a highly reputable firm of IFAs. The company is an expanding Financial Advisory business working out of prestigious offices, offering excellent working conditions and a highly supportive team culture.
Your new role
A vibrant, interesting and busy role providing administrative support to financial planners. Key responsibilities include assisting advisers to prepare for client meetings and client reviews, preparing pre-meeting documentation, processing new business applications, creating valuations and illustrations, chasing Letters of Authority, liaising with product providers and third parties, preparing valuation reports, managing the client database.
What you'll need to succeed
You must have previous experience working for a financial advisory company / financial planning firm and understand how the industry works. You will be keen to work within a growing Financial Planning business, have first-class communication skills and the ability to liaise with High Net Worth individuals. You will also be a self-motivated and meticulous individual, someone who enjoys working as part of a team with a positive 'can do' attitude.
What you'll get in return
In addition to a highly competitive salary and benefits package which includes pension, death-in-service, group private medical cover and the option to buy additional holidays, this is an excellent opportunity to join a very good company which invests significantly in its staff and has a policy of promoting from within.
What you need to do now
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