Financial Planning Assistant
Salary is dependent on the individual
We are looking for someone that has experience working in an IFA environment to provide a first class administration and support service to Financial Services Consultants, where you will be meeting and exceeding the expectations of the clients.
Ideally, you will have some FS qualifications and possibly be working towards the Level 4 Diploma.
You will be supported heavily in your career development and allowed to grow from within the firm
To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly
To service ongoing business in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly
To provide accurate client data and fund valuations as required for ongoing client servicing and financial reporting
To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate.
To foster good working relationships with Managers, Colleagues and Consultants
To use the Advisor Office diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed
To contribute to day to day activities such as answering telephones, opening and distributing post, archiving and ensuring telephone/office cover is maintained
To maintain continuous professional development (CPD) inline with Company policy and maintain an annual CPD log
To conduct other ad hoc projects and tasks as requested by Managers and/or Directors.
You must have previous experience in a financial services administration environment; some supervisory experience would be an advantage but is not essential
The ideal candidate will hold the Certificate in Financial Services, or equivalent or be working towards
Excellent attention to detail
Excellent communication skills (oral and written) as well as excellent numeracy skills
Excellent organisational and prioritisation skills
Ability to work independently and as part of a team
Ability to build positive working relationships
Synonyms: IFA Admin
*Client Services Administrator, Sales Support,
If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career
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