Financial Services Consultant

5 days ago


Nottingham, Nottingham, United Kingdom CleverHR Full time
Company Overview:
CleverHR is a leading provider of innovative HR solutions. Our team is dedicated to delivering exceptional services and support to our clients.

Job Description:
We are seeking an experienced Junior Consultant to join our Financial Services team in Nottingham. As a key member of our team, you will be responsible for providing business support to our financial advisors, maintaining high levels of efficiency and compliance, and ensuring excellent client service.

Key Responsibilities:
  • Assist with new business processing and client valuations.
  • Compile suitability reports and prepare agendas for client review meetings.
  • Liaise with clients and providers, maintaining accurate records in Xplan and AWS Morningstar.
  • Support the Practice Manager with operational projects and contribute to personal development and skills necessary for the role.

Requirements:
  • At least 2 years' experience in Financial Services, with Microsoft Office and Outlook skills.
  • Possess knowledge of XPLAN Software and AWS Morningstar or be willing to learn.
  • Strong communication and interpersonal skills, with the ability to prioritise tasks and maintain confidentiality.

Salary and Benefits:
The estimated salary for this position is £25,000 - £35,000 per annum, depending on experience and qualifications. We offer a range of benefits, including a discretionary annual bonus, enrolment into the Workplace pension scheme, Death in Service, and Long-Term Sickness Policy, Employee Assistance Programme, examinations and study material paid for by the company, and flexible working hours.


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