Job Description
Your new companyAn 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 roleA 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 succeedYou must have previous experience working for a financial advisory company / financial planning firm and understand how the industry works. Applicants from a pensions consultancy or product provider will also be considered. 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 returnIn 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 nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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