Job Description

* Taking ownership in managing the advisers diary, planning client meetings
* Carrying out final analysis, producing client reports and preparing them for the Financial Advisor.
* Manage the outcome of the client meeting and prepare the report summary for the Advisor
* Carrying out a wide range of Administration on behalf of the Advisor, ensuring everything is recorded accurately and easily accessible.
* Manage client relationships
Benefits:
* Free onsite parking
* Highly competitive salary
* Opportunity to progress through the Advisor Academy towards becoming a Financial advisor
The role will be 40 hours per week, working either 8.30am-5pm or 9am-5.30pm Monday to Friday with half hour for lunch.

Required Knowledge, Skills, and Abilities

* Highly organised individual * Able to work on your own initiative * Excellent problem solving skills * Ability to manage and prioritise workload effectively * Strong work ethic * Ability to integrate quickly within a team environment * Previous experience within an IFA office/Provider * If you have Level 4 Diploma or are working towards this would be an advantage but not essential