Provide administration support for a bank of clients as identified by Client Administration Manager
Process new and existing business as instructed by the relevant Director or Financial Planner
Keep the relevant individuals and/or client updated, as and when required
Ensure the back-office systems and client records are maintained and accurate at all times
Adhere to the Company handbook at all times.
Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA)
We are keen to speak with individuals who have at least 2 years’ experience in a similar role within a Financial Planning Practice. RO1 or equivalent qualified (or with a willingness to complete within an agreed timescale) is essential, as being a Chartered practice, our client assist and support with employee training, qualifications and career development.
Required Knowledge, Skills, and Abilities
RO1 or equivalent qualified (or with a willingness to complete within an agreed timescale) is essential,