Job Description

This is a great career opportunity to join a business with exciting growth plans and a highly-regarded and well looked after Adviser Support team.
The appointee will be responsible for working in close collaboration with the Financial Advisers and Paraplanners in ensuring the firm's HNW clients receive the highest level of service. The core duties and responsibilities would involve processing new business, servicing existing business, preparing client valuations and regular client contact. Encouragement and support will be provided for those aspiring to progress into Paraplanning.

Required Knowledge, Skills, and Abilities

You MUST have previous experience in a similar role and sound understanding of the Financial Planning products, procedures and regulations. Progress made towards the relevant industry qualifications - Diploma In Regulated Financial Planning, would be advantageous. As far as soft skills are concerned, this opportunity would suit a driven, results-orientated individual with positive outlook and team player skills.