Investment Research Coordinator
3 weeks ago
We are seeking a highly skilled administrative professional to support our financial planners in Harrogate, North Yorkshire.
About the PositionThis is an excellent opportunity for someone looking to advance their career in a rewarding role with a supportive company. As a Senior Administrative Assistant - Financial Planning, you will provide administrative support to our financial planners, assist with client meetings, research suitable products, and prepare compliant reports.
Main Duties- Act as a liaison between consultants, clients, and product providers
- Prepare for client meetings and research suitable products in conjunction with the consultant
- Oversee the management of model portfolios
- Compile compliant draft reports and suitability letters
- Review existing client portfolios and prepare draft reviews
- Collaborate with consultants and administration teams to ensure compliance and adherence to company standards
- Communicate effectively with clients and product providers through various channels
- Excellent letter writing skills (including pension transfers)
- Demonstrated knowledge of generic products
- Effective client liaison skills
- Familiarity with compliance regulations
- Degree in a related field or relevant experience
- Minimum 38 days' annual leave
- Flexible working arrangements
- Discretionary bonus scheme for all staff members
The successful candidate will possess a strong understanding of financial planning principles, effective communication skills, and the ability to work in a fast-paced environment. The estimated salary for this position is approximately £45,000+ based on experience. We encourage motivated individuals to submit their applications.
Estimated Salary: £45k+ DOE-
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