Job Description

You will be responsible for:

• Keeping close contact between clients and colleagues
• Retrieving new and historic information about individual clients
• Holding records of every verbal, written or electronic communication with colleagues, clients and third parties
• Working alongside financial advisers to obtain information as part of the process of creating financial reports
• Assessing objectives for individual clients to target the necessary solution
• Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations
• Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the client
• Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
• Keeping a close eye on changes and developments in the world of finance to benefit the needs of clients.

Required Knowledge, Skills, and Abilities

• Strong excel skills
• Up to date knowledge of the financial services industry
• Report writing
• Previous knowledge of in house IFA advice software and the ability to learn new software