Financial Support Associate

3 weeks ago


Hertfordshire, United Kingdom FS Talent Group Full time

A highly competitive salary of £38,000 per annum is on offer for the position of Financial Support Associate at FS Talent Group. In this role, you will play a vital part in supporting our wealth management team by performing various administrative and paraplanning tasks.

Key Responsibilities

You will be responsible for:

  • Providing exceptional administrative support to our financial advisors
  • Assisting with paraplanning duties, including liaising with advisers and clients
  • Managing the LOA tracker and processing information requests
  • Preparing client documentation and updating records
  • Attending client meetings and maintaining effective communication channels

To excel in this role, you should have excellent communication skills, both written and verbal, and be proficient in Microsoft Office applications. A Level 4 qualification in a relevant field is also desirable.

Join a dynamic team where your skills and expertise will be valued and nurtured.


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