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 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 e...