Financial Services Assistant

2 weeks ago


Newbury, West Berkshire, United Kingdom KFS Recruitment Full time
IFA Support Role

We are working with a reputable IFA firm in Newbury to find a talented individual to support their team.

The role will involve assisting the Paraplanner and Administrators, with a view to taking on more paraplanning responsibilities after 18 months.

Key Responsibilities:
  • Providing administrative services to customers, including new business applications and client file maintenance.
  • Ensuring excellent customer service by following company procedures.
  • Researching products and providers to support advisers.
  • Preparing client reports and suitability reports in a timely and compliant manner.
Requirements:

To be working towards the Level 4 Diploma qualification, with support offered by the firm.

Benefits:

DIS (4 x salary), BUPA, and 5% employer pension contributions.



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