Job Description

During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progression is encouraged and exam support is readily provided. Some of your duties will include:

• Preparing and completing client reviews
• Preparing and processing all aspects of new business through to completion as well as dealing with existing clients
• Actioning investment fund switches and rebalances
• Maintenance of client and portfolio records on the main investment platform and back office system
• Communicating and liaising with colleagues, managers and clients

This is an opportunity to join a growing firm that offers a generous pension contribution, holiday entitlement and free car parking.

Required Knowledge, Skills, and Abilities