My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice.
We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate Advisers of the business. Specifically you'll be responsible for day-today administrative support, including regulatory requirements, client servicing, systems administration and diary management.
You will take accountability for specific cases, tasks and deadlines in relation to preparing client accounts and meeting packs. To submit & process any new business in line with company procedures and service level agreements to meet and exceed the targets set by the practice.
Specifically you'll be focused in a few areas:
- Day-to-day support to the practice management
- Processing new business
- Constructing compliant Suitability Letters
- General Administration
We are ideally seeking someone who has worked within an IFA firm previously and has good knowledge surrounding Pensions & Investments, it would be to your advantage if you've had experience in dealing with the Corporate side of Advice including Group Life, Group Risk etc. It would also be to your advantage if you have any additional qualification, such as studying towards a Diploma in Financial Advice, or GR1. A great salary and benefits are offered with this role.