Financial Planning Assistant

1 month ago


Ashbourne, Derbyshire, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Title: Administrator - Independent Financial Adviser (IFA)

Job Type: Full-time

Location: Berkswell

Job Description:

Job Summary

We are seeking a highly organized and detail-oriented Administrator to support our team of Financial Advisers in providing exceptional client service. As an Administrator - Independent Financial Adviser (IFA), 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 accuracy and attention to detail.
  • Support administrative functions, such as new business processing, income matching, and management information.
  • Communicate with clients and colleagues, using clear and concise language.
Requirements
  • Understanding of the Financial Planning process and ability to work within defined business processes.
  • Excellent interpersonal skills, both written and verbal.
  • Ability to multitask, prioritize, and work independently.
  • Good report writing skills and attention to detail.
  • Experience in a financial planning environment or similar setting.
What We Offer

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.



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