plus excellent Benefits package
My client, a prestigious boutique financial planning firm in Luton, is currently in a phase of expansion and is looking for a talented professional to join their friendly and forward-thinking team. Renowned for delivering personalised and comprehensive financial services, the firm specialises in wealth management, retirement planning, and investment strategies. With a strong emphasis on a client-centred approach and maintaining robust professional relationships, the company is dedicated to offering tailored solutions and exceptional service, aiming to help clients achieve their financial goals through an expert and dedicated team.
Role Overview:
- This position is focussed on client engagement, requiring excellent skills in building and maintaining relationships with clients and team members to ensure a smooth client journey.
- The role involves a range of tasks, including supporting financial planning activities in collaboration with Financial Planners and Paraplanners.
- Provide personalised administrative assistance directly to your Financial Planner.
- Duties will include managing diaries, processing new business applications with necessary documentation, communicating with providers, and upholding high standards of service.
- Engage in various project tasks as they become available.
- Suitable for both seasoned IFA Administrators and recent graduates with relevant Financial Services experience from internships or academic placements.
- Strong communication skills, both verbal and written, are required.
- Extensive training and mentorship will be provided to ensure you excel in your role.
For more details about this exciting role, please reach out to Joanna Clark at Joanna Clark.