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:
1. Assist in the preparation of annual client reviews
2. Complete files in line withcompliance standards
3. Liaise with providers and clients regarding new and existing business, including pensions, investments, life cover, and employee ...