Established wealth management practice with a team of highly qualified and experienced financial planners and employee benefit advisers who service both private and corporate clients nationally are expanding their Solent office.
This would suit a ambitious individual who has started their studies towards the Level 4 Diploma in Financial Planning. You will work closely alongside advisors to obtain relevant information to enable you to follow up the meetings assisting with adviser paperwork.
Benefits such as, agile working, 3% employer contribution, 25 days holiday plus ability to buy & sell days and many more including private medical, death in service, income protection...
- Processing of new and existing life, pensions, protection and investment business.
- Valuation and regular review processing.
- Assisting with commission processing and tracking including bank reconciliations.
- MI reporting and adhoc projects.
- Demonstrating a consistently high level of client care.
- Develop good working relationships with product providers.
- Comply with business and regulatory guidelines at all times.
- Enter and maintain accurate data on all business systems in a timely manner.
- Taking meeting notes when attending adviser meetings when required.