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Financial Adviser Assistant

4 months ago

Chorley, United Kingdom Taylor James Professional Recruitment LTD Full time

Our client, a prestigious financial planning firm in **Chorley **are looking to appoint an Financial Adviser Assistant to join their experienced team on a permanent basis.

As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package

**Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include**:

- Submitting transaction & trade requests including fund switches on and off platform
- Obtaining illustrations & product literature
- Acquiring client portfolio valuations
- Preparation of annual review packs for client meetings
- Acting as a key point of contact for financial planners & clients
- Liaising with product providers
- Actioning LOAs
- Maintaining an accurate record of the Client’s financial situation
- Studying towards level 4 diploma (**desirable**)
- IFA/ financial planning administration experience (**essential**)
- Experience of using Intelligent Office (**desirable**)
- knowledge of provider platforms
- Highly organised

**What’s on offer**:

- Starting basic salary of up to £28,000 + bonus
- Flexible & home working
- 25 days holiday
- Full study support inclusive of training courses
- Structured career progression
- DIS

Please contact submit the latest version of your CV to be considered for this opportunity.

**Salary**: £22,000.00-£28,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Free parking
- Life insurance
- Private dental insurance
- Private medical insurance
- Sick pay
- Wellness programme

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus

Ability to commute/relocate:

- Chorley: reliably commute or plan to relocate before starting work (required)

**Experience**:

- financial services administration: 1 year (preferred)

Work Location: Hybrid remote in Chorley

Reference ID: C0901A