Administrative Support Professional
5 days ago
About CV Library
We are a respected institution in the financial services sector, offering a range of exciting opportunities to talented individuals.
Key Responsibilities:
- Deliver high-quality administrative support to financial planners and ensure that new business is processed efficiently.
- Develop strong relationships with clients and product providers, providing exceptional customer service and support.
- Prepare detailed reports and presentations for financial planners, ensuring accurate and timely completion of tasks.
- Collaborate with the Financial Planners to develop and implement effective solutions for clients, ensuring compliance with regulatory requirements.
- Utilize provider systems to generate valuations and maintain up-to-date records, ensuring seamless communication and cooperation.
- E nsure that all necessary documentation is complete and accurate, adhering to strict deadlines and quality standards.
- Perform anti-money laundering checks on clients, maintaining confidentiality and discretion at all times.
- Support the paraplanning team with client reviews, contributing to the delivery of exceptional client experiences.
Our Requirements:
To succeed in this role, you will require 2 years plus experience in a similar support role within the financial services sector, ideally from an IFA. A good understanding of financial service products and compliance is essential.
What We Offer:
A highly competitive salary of £28,000 - £32,000 per annum, a dynamic working environment and a comprehensive benefits package, making it an attractive opportunity to progress your career.
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