Job Description
Your role will be support the Partners/Advisers in the provision of high quality, accurate and timely administration service, in relation to all product areas within the Financial Services market.
- Keep up-to-date with new product, technical or legislative changes within the marketplace
- Comply at all times with the firm's Compliance; Training & Competence; Complaints and Data Security policies / procedures
- To work as part of a team alongside the firm's Advisers and Paraplanners to provide clients with a professional ongoing Financial Planning experience
- To constantly seek to improve the way business is done and put forwards ideas for improvement
- To be results focused, getting the job done in an efficient way through effective time management and task management
- To demonstrate an attitude of "get it right first time"
- To agree and achieve objectives, set at appraisal
- To prepare and maintain client files
- Client administration