Job Description

• Providing professional customer service to new and existing clients via telephone, email and face to face when required.
• Using financial planning software to create, record and update client records and ensuring these are kept up to date.
• Communicating and liaising effectively with external product providers as and when required, to obtain policy specific information.
• Preparing client valuation reports and collate all documentation for client meetings
• General PA duties to the Financial Advisers within the business as and when required.
• Continue to develop your knowledge and understanding of any change in legislation and processes, internally and externally, which may impact your role.
• Other administrative duties required to fulfil role successfully.
• Ability to resolve problems quickly and efficiently
• Ability to work towards deadlines and prioritize workloads
• Attention to detail, organized and a strong communicator

The Rewards:

• Competitive benefits package
• Free onsite parking

Required Knowledge, Skills, and Abilities

A minimum of 2 years’ experience in Financial Services within an IFA firm. Knowledge of pensions and investments. Experience of processing business with providers/on platforms.