Job Description

This is an excellent opportunity for someone who has a passion for Financial Services, that is ambitious and wants to utilise or develop their industry knowledge.

Duties will include but not be limited to:

• Booking meetings (face to face and telephone), and, managing diaries
• Dealing with application processing
• Maintenance of the database, systems and registers compliantly and within the firms regulations
• Liaising with lenders and providers
• Managing client relationships, being first point of contact for technical queries
• Scanning documents to electronic client files
• Prepare meeting packs and documents
• Prepare post-review packs
• Process new business
• Prepare illustrations
• Other ad-hoc general administration

What’s in it for you?

• Supportive company that will allow progression
• They will pay for exams should you wish to complete them
• Salary is negotiable for someone senior / with paraplanning experience
• After training you will be able to work remotely occasionally

Required Knowledge, Skills, and Abilities

1+ years Financial Planning Administration experience essential Experience with IO desirable DipFA advantageous although not essential Excellent communication and organisational skills You will have a strong work ethic and be able to manage your workload without supervision Meticulous, diligent with the ability to work well in a team and independently