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Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role or towards paraplanning.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Duties for this role will include:
- To provide business support to Financial Advisers, working within the agreed business objectives
- Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation
- Arranging meetings with clients on behalf of the Financial Planners
- Ensure new business is packaged up accurately and passed across to Support Team Manager
- To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers.
- To ensure clients are offered a review meeting at least once a year as per our procedures.
The candidate:
- Good working knowledge of Microsoft Office & Outlook
- Relevant experience within Financial Services preferred
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
Hybrid working can be offered with this role.
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