Administrative Support Specialist
3 weeks ago
The successful candidate will have experience of working in a financial services environment and a strong understanding of the financial planning process. They will be able to communicate effectively with clients and colleagues, and possess excellent administrative skills.
The estimated salary for this role is £28,000-£38,000 per annum, based on the location in Wokingham.
Responsibilities:- Assist Financial Advisers in preparing recommendations and producing suitability reports
- Collect and collate information and data about clients, ensuring compliance with company policy and regulatory requirements
- Work closely with Financial Advisers to discuss client objectives, identify areas for planning, and source solutions suitable to meet client needs
- Assist with administrative tasks such as new business processing, income matching, and organizing future planning meetings with clients
- Strong understanding of the financial planning process
- Excellent communication and administrative skills
- Ability to work independently and as part of a team
- Experience of working in a financial services environment
This is a rewarding role that offers a competitive salary and opportunities for career development in a dynamic and supportive team.
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