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Financial Planning Assistant
2 months ago
Job Type: Full-time
Location: Berkswell
Salary: £30k - £35k
About the Role:We are seeking a highly organized and detail-oriented Administrator to support our team of Financial Advisers in providing exceptional client service. As an IFA Administrator, you will play a crucial role in assisting with the preparation of recommendations, suitability reports, and client communications.
Key Responsibilities:- Collect and collate client information and data, ensuring compliance with company policy and regulatory requirements.
- Assist Financial Advisers in preparing suitability reports, including tax calculations and product details.
- Prepare and maintain client records, ensuring accurate and up-to-date information.
- Support administrative functions, such as new business processing, income matching, and management information.
- Collaborate with Financial Advisers to discuss client objectives and identify solutions to meet their needs.
- Understanding of the Financial Planning process and ability to work within defined business processes.
- Excellent interpersonal skills, both written and verbal, with the ability to articulate complex information.
- Ability to multitask, prioritize effectively, and work independently and in a team.
- Good report writing skills and attention to detail.
- Experience in a financial planning environment or similar setting.
As a valued member of our team, you will have the opportunity to work in a dynamic and supportive environment, with a competitive salary and benefits package.
We are committed to providing exceptional client service and are seeking a dedicated and organized individual to join our team.
