Exceptional career opportunity with highly renowned and respected financial advisory organisation; specialising in high wealth Individuals and Corporate companies. Working in a great team, supporting senior advisors and consultants, key areas of responsibility will include: Ensuring all back-office administration is completed accurately, on time and to FCA rules
Acting a key person for clients for day to enquiries, updates and for arranging appointments and meetings
Establishing new client files in accordance with FCS guidelines
Using in house systems and portals to source information, undertake market research and update client records
Processing of application forms and ensuring they are correct; chasing information that is required
Collate and interrogate spreadsheet information relating to valuations in association with Senior Advisors
Ensure all procedures and policies are followed in relation to FCA rules; ensuring an audit trail is both transparent and accessible
Must have CII Diploma and have exceptional customer focused skills.
Excellent working environment and benefits; opportunity to progress and further study is both encouraged and fully supported.
- Audit Trail
- Financial Advisory
- Market Research