Financial Services Assistant
4 days ago
We are working with a reputable IFA firm in Newbury to find a skilled professional to support their team.
The role will initially involve assisting the Paraplanner and Administrators, with a view to transitioning to 80% paraplanning after approximately 18 months.
Key Responsibilities:
- Provide administrative services to existing and potential new customers
- Ensure customers receive the best possible service by following company procedures
- Process new business applications and liaise with clients and providers to ensure efficient and timely completion
- Prepare and maintain client files
- Research and provide product and provider information for advisers using appropriate tools and the Firm's Investment Process
- Prepare client annual review reports and suitability reports in a compliant and timely manner
Requirements:
To be working towards the Level 4 Diploma qualification, with support offered by the firm
Benefits:
DIS (4 x salary), BUPA, 5% employer pension contributions
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