Job Description

To provide administrative support to the Financial Planning Practice to ensure the efficient processing of business, effective management of day to day tasks and that clients receive a high level of service when contacting the practice. 

An understanding of the Financial Serviced market including:

• the role of a financial adviser
• life insurance, mortgage, investment products
• UK taxation regime
• principals of fund management

Strong communication skills gained within a client facing role. IT literate. 

Required Knowledge, Skills, and Abilities