Job Description

This role would involve providing a range of administrative support within the Wealth Management team at the firm focussed around pensions and investment cases. You will be working closely with the firms Paraplanners, Financial Planners and regularly dealing with product providers and clients.

This role would be perfect for someone who has experience of working within a Financial Planning or Wealth Management firm and is looking for a supportive, friendly environment in which to continue their career.

Required Knowledge, Skills, and Abilities

• Experience of working within a Financial Planning firm previously is highly desirable
• Working knowledge of Intelligent Office / IO would be advantageous.
• Ability to communicate professionally and clearly whilst maintaining and developing professional relationships
• RO1, CF1, FA1 or equivalent would be advantageous
• Good understanding of the FCA and how a Financial services firm operates