Rosemount Independent Financial Advisers are a long established and stable financial advisory practice based in Gidea Park.
The role will be to provide strong administrative support to our Financial Advisers.
Please note you must have worked for a Financial Adviser or Wealth Management Firm.
Role Summary:
* Preparing paperwork for client meetings, business submission and the processing of new business for pension and investment plans.
* Producing client portfolio reviews.
* New Business Illustrations.
* Trading on provider platforms.
* Routine administrative tasks such as filing, photocopying and collating information.
* Liaising with product providers and other third parties to obtain information on clients' existing arrangements.
* Inputting and maintaining client information on XPLAN
* Other tasks as allocated by management.
Qualifications/Experience Required:
* Experience/knowledge of life, pension & Investment plans
* Excellent communication skills both written and oral
* Good attention to detail.
* Excellent proactive attitude towards work.
* Ability to use initiative and work independently as well as part of a team.
* Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure.
* Highly organised with a good attention to detail.
* Previous experience working in a Financial Planning administrative role is essential, minimum 2 years.
* Microsoft Office Skills.
* Certificate in Financial Planning or equivalent
Job Types: Full-time, Permanent
Pay: £30,000.00-£36,000.00 per year
Benefits:
* Company pension
* Free parking
* On-site parking
Work Location: In person