Job Description

The roles support financial planners in the delivery of bespoke solutions to clients as part of the financial advice process. Key responsibilities include:

• Providing technical, research and administrative support
• Production of compliant and detailed client suitability reports and presentations
• Help manage client relationship and taking/making calls in a polite and professional manner
• Keeping full and compliant records on file
• Liaising with advisers on a regular basis, to work on cases and provide updates
• Occasionally taking on project work and assignments

Required Knowledge, Skills, and Abilities

My client is looking for someone that has previous relevant experience, and who is studying or qualified. This is a great role for you if you're looking to develop your career within a high growth entrepreneurial company.