We are thrilled to have partnered with a well established independent financial advice firm who are actively looking to expand their support team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing bespoke advice and wealth planning expertise to their clients across the UK.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
What you'll be doing:
- Preparing and processing business for new and existing clients
- Providing administrative support for our paraplanners and IFAs
- Maintaining the back office system with client information
- Handling incoming queries from clients and external providers via email and telephone
- Ensuring all files are compliant with regulations
- Liaising with providers to gather policy information
What you need to apply:
- 2+ years experience working in an administrative role within the financial services industry (Required)
- GCSE Maths and English Language (or equivalent) - graded C or above (Required)
- Excellent written and verbal communication skills
- Attention to detail
- Experience in managing client expectations
- Desire to learn and develop
- Ability to work independently and as part of a team (Required)
- Literate with MS products including Outlook, Word and Excel
- Prior experience working with Intelliflo Office & provider platforms
What's in it for you?
- A basic salary of up to £38,000 dependent on experience and qualifications
- Bonus scheme
- Flexible working structure with working from home and flexitime offered
- Social opportunities throughout the year
- Exam funding and support
- Progression opportunities into different areas of the business, depending on which way you see your career heading!
- Generous annual leave allowance
- Private Medical Insurance
- Free parking
- Death in Service cover
What next?
Hit apply or contact Abi directly!