Job Description

Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:

• Processing new business applications across the key financial products
• Submitting transaction & trade requests including fund switches on and off platform
• Obtaining illustrations & product literature
• Acquiring client portfolio valuations
• Preparation of annual review packs for client meetings
• Acting as a key point of contact for financial planners & clients
• Liaising with product providers
• Actioning LOAs
• Maintaining an accurate record of the Client’s financial situation

The candidate:

• Studying towards level 4 diploma (desirable)
• IFA/ financial planning administration experience (essential)
• Experience of using Adviser Office (desirable)
• knowledge of provider platforms
• Highly organised

What’s on offer:

• Starting basic salary of up to £26,000 + 12 % bonus
• 25 days holiday
• Full study support inclusive of training courses
• Structured career progression

Required Knowledge, Skills, and Abilities