Job Description

You will receive a competitive salary and be part of the company bonus scheme. Working in a small and ambitious team environment as you develop your experience you will be assisted in progressing within your career within the business, becoming an integral member of the team.

Key Responsibilities:

• Process new and existing business
• Assisting with the client review process
• Liaising with clients to arrange initial and review meetings
• Record and maintain accurate data using the company's back office computer system (Intelligent office)
• Liaise with IFA's, Paraplanners, providers and Clients via email, phone or face to dace to ensure a smooth and compliant client process
• Assisting Paraplanners with the creation of suitability letters and reports

Required Knowledge, Skills, and Abilities

• You will ideally have 12 months previous experience within an IFA environment
• Be highly numerical and analytical with a high standard of written English
• Excellent communication and IT skills
• You will have ideally started your professional development working towards completing your Diploma.