Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Job Description
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
About the Company: Join a dynamic and forward-thinking financial planning firm dedicated to providing exceptional service and tailored financial solutions to our clients.
We value professionalism, ethical standards, and a diverse workplace, and we are looking for an experienced Paraplanner to join our team.
Our client, a highly regarding financial advisory business, are looking for a Paraplanner to provide an integral function to the wider team.
Key Responsibilities
To accurately interpret the advisers client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning Report.
To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs.