Job Information

Job Specification:

You will provide support to a nominated adviser/s with all aspects of administration including :

• Preparing client packs, brochures, applications and anything required for a client meeting
• Submission and completion of new business cases adhering to the compliance and new business processing guidelines set out. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards
• Pipeline - ensure all business is recorded and chased through to completion, liaising with both Adviser, providers, GPs and Medical companies and recording notes for audit purposes
• Meeting and greeting clients, answering and dealing with incoming enquiries
• Letters of Authority – ensure the requests are sent in a timely manner, recorded and chased through to completion. Scanned to the system and provided to the Adviser upon completion

Essential criteria :

• Minimum of 2 years’ experience in a Financial Planning Firm supporting a Financial Adviser ·
• Excellent communication skills both written and verbal
• Excellent computer skills, proficient in Outlook, Word, Excel and PowerPoint
• Excellent interpersonal skills, collaborative working style and commitment to get the job done
• High level of attention to detail

They encourage and promote self-development and would support you working towards your Level 4 Diploma in regulated financial planning if desired.

Benefits include:

·         Starting salary from 24k based on relevant experience/qualifications

·         4 x death in service

·         Free car parking

·         Flexible working

·         Excellent holidays