Senior Financial Advisor
2 months ago
About Our Client
This is a well-established, but growing firm based in the North West, with over £150m worth of assets under management, offering excellent access to motorway and public transport links.
Job Description
Key Responsibilities- Prepare client portfolio valuations, produce illustrations, and process new business.
- Manage pension transfers and withdrawals, ensuring accurate and timely execution.
- Compile suitability reports for the Financial Adviser's approval, adhering to company policy.
- Send reports and investment information to clients, maintaining clear and concise communication.
- Accurately input data into the system for clients, ensuring data integrity.
- Previous experience in an IFA or financial planning firm.
- Proficiency in Microsoft applications and platforms like Quilter, AJ Bell, etc.
- Competitive salary and benefits package, including 25 days of holiday and pension contribution.
- Flexible working arrangements, with 5 days office-based work and free parking.
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