Job Description

This role will work directly for an Independent Financial Planner who advises clients on Whole of the Market products. Providing direct administration support in a demanding environment, the role will be varied; fast paced and offer ongoing training and development. You will have the opportunity to work in a supportive team environment where progression is supported for CII qualifications if desired.

Responsibilities:

• Preparing pre-meeting documentation for the Advisers
• Processing new business applications
• Creating Client Valuations & Illustrations
• Chasing Letters of Authority
• Liaising with Product Providers & third parties
• File preparation for new clients and existing client reviews, including valuation reports (in line with MIFIID 2 legislation)
• Keeping up to date with legislation and compliance changes
• Administration tasks such as filing/scanning/faxing
• Maintaining professional and ethical standards in accordance with regulatory principles for the business

What's in it for you?

• Competitive salary package, reviewed annually
• Free personal health cover
• Generous holiday allowance plus statutory bank holiday entitlement
• Flexible working patterns
• Competitive, flexible pension arrangements
• Death in Service benefits
• Tax savings schemes, e.g. child care vouchers
• Study support
• A variety of regular social events
• Exceptional learning and development opportunities
• An engaging culture and working environment

Required Knowledge, Skills, and Abilities

Candidates applying must have previous experience working for a firm of Financial Planners, and have a good knowledge of pension, investment and protection products. Ideally you will have had previous experience with Intelligent Office, and the standard Wrap Platforms. You will understand how the industry works, and be keen to develop your skills and progress within Financial Planning. Although it is not essential on application, you will be expected to obtain relevant industry qualifications in the role.