Quick Questions:
Do you have experience supporting financial advisers?
Are you proficient with IO, Aberdeen, Aviva, Transact, or similar back-office systems?
Are you looking for a hybrid working arrangement?
Benefits:
Private medical insurance
Pension scheme
Income protection
Annual bonus
About the Company: This UK-based independent financial advice firm is built on trust, transparency, and personalised client service. They provide expertise across pensions, investments, and protection, offering a supportive and dynamic environment for those passionate about helping clients achieve their financial goals.
Key Duties:
Assist in the preparation of annual client reviews
Complete files in line withcompliance standards
Liaise with providers and clients regarding new and existing business, including pensions, investments, life cover, and employee benefits
Support the preparation of simple suitability reports
Process and submit new business applications, both online and by post, and monitor progress
Skills Required:
Strong numeracy, reporting, and communication skills
Proficient in Microsoft Word, Excel, and Outlook
Knowledge of Intelliflo is advantageous
Apply Today: Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested.
Please note: Due to high application volume, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful.
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