Job Description

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

Previous experience within a Financial Planning environment. Professional communication manner, both written and verbally. Any Financial Services qualifications are desired.