Investment Research Coordinator

3 weeks ago


Harrogate, North Yorkshire, United Kingdom Search Full time
Senior Administrative Assistant - Financial Planning

We are seeking a highly skilled administrative professional to support our financial planners in Harrogate, North Yorkshire.

About the Position

This 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
Essential Skills and Qualifications
  • 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
Benefits Package
  • 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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