Financial Planning Professional
3 weeks ago
We are excited to partner with a reputable independent financial advice firm to expand their support team.
This is an excellent opportunity for a detail-oriented professional with a passion for financial planning and client service to join our team.
Key Responsibilities:
- Prepare and process business for new and existing clients.
- Provide administrative support to paraplanners and IFAs.
- Maintain the back office system with client information.
- Handle incoming queries from clients and external providers via email and telephone.
- E nsure all files are compliant with regulations.
- Liaise with providers to gather policy information.
Requirements:
- 2+ years experience working in an administrative role within the financial services industry.
- GCSE Maths and English Language (or equivalent) - graded C or above.
- Excellent written and verbal communication skills.
- Attention to detail.
- Experience in managing client expectations.
- Desire to learn and develop.
- Ability to work independently and as part of a team.
- Literate with MS products including Outlook, Word and Excel.
- Prior experience working with Intelliflo Office & provider platforms.
What We Offer:
- A basic salary of up to £34,000 dependent on experience and qualifications.
- Bonus scheme.
- Flexible working structure.
- Social opportunities throughout the year.
- Exam funding and support.
- Progression opportunities into different areas of the business.
- Generous annual leave allowance.
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