Experienced Senior Assistant for High Net Worth Advisory Firm

23 hours ago


Guildford, Surrey, United Kingdom Austin Fraser Full time
Experienced Senior Assistant for High Net Worth Advisory Firm

A highly respected ultra-high net worth Independent Financial Advisor (IFA) firm is seeking an Experienced Senior Assistant to join their team. In this role, you will provide high-level administrative support to the directors and paraplanners, handling both individual and group administration tasks.

The ideal candidate will have outstanding organizational skills, proficiency in using XPlan, including fee reconciliation, and excellent communication skills. They will also be proficient in Microsoft applications, particularly Excel, and have experience with administering various financial products, including ISAs, Investment Bonds, VCTs, Group and Individual Pensions, Life, PHI and PMI products. Additionally, they will be able to obtain quotes and illustrations, process ISAs, Investment Bonds, VCTs, Group and Individual Pensions, Life, PHI and PMI products, and effectively liaise with clients and providers verbally and in writing.

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