Are you interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Duties for this role will include:
* Acting as a crucial point of liaison between paraplanners and financial planners.
* Update and manage a diary system for a busy financial planner;
* Liaising with clients when appropriate to deliver a high level of service;
* Updating client details on a back office system
* Being responsible for the preparation of client review packs/client documentation and dealing with post-meeting actions;
* Dealing with Letters of Authority and liaising with various providers to ensure new business is processed in a timely way;
* Writing Suitability Letters following a client meeting;
* Processing new business on a variety of different platforms, including our own in-house DFM. This can include fund switches, pension transfers, ISA contributions to name a few.
You will have:
1. Organised with the ability to multi...