Assist in the preparation of client reports and financial plans.
General
We are seeking a Technical Financial Administrator to join our team, focusing on reports and research with the potential to develop into paraplanning or advising.
This role is ideal for someone who is looking to grow their career in financial planning, supported by a team that values collaboration and professional development.
Support the Internal Controls function in all aspects of document control and programme administration.
Engaging with other members of the Internal Controls function, opcos and third parties to arrange, communicate and update meeting, training and workshop schedules.
Posted by Tallgrass Recruitment Limited • £25K/yr to £28K/yr
Main Duties
Annual Plan Support: Contribute to the business's success by helping to achieve the annual plan and growth objectives.
General Purpose
To support company growth objectives and the sales strategy by developing new business opportunities and managing relationships with brokers and associated networks.
The role involves building strong relationships, generating new business, and ensuring that broker partnerships are aligned with the company's sales strategy.