Job Description

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

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

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