Job Information

They provide holistic financial planning and asset management for both Private Investors and Corporate Clients and have over the years established a reputation for delivering high standards of advice and personal service.

Purpose of the role:

To join a highly motivated team of individuals

To provide business support to Financial Advisers, working within the agreed business objectives

To maintain the highest possible ethical and professional standards at all times

Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation

Providing accurate information to the management team when requested

Responsibilities

Administrative support to encompass the processing of new business and client valuations 

To compile basic suitability reports from structured templates

Preparing agendas and paperwork for client review meetings

To act as a liaison, point for clients and providers

To maintain and update client information

To assist the Partners and Administrators with operational projects where requested

Pursue personal development of skills and knowledge necessary for the effective performance of the role

The ideal candidate would be supremely organised, pro-active with an the ability to multi-task and have great interpersonal skills.  The main focus of the role is to provide administrative support and valuations for two advisers, act as a liaison between work colleagues, advisers, clients and providers, alongside assisting with basic suitability reports. Full training will be provided.