Financial Advisor Support
2 weeks ago
**Overview**
**Summary**
As a Key Team Payer with the ability to multitask, your day will be based around the following tasks-- Providing dedicated administrative support to 2 Financial Advisors and their paraplanners
- Processing new Business
- Assist with development of the financial planning process
- Liaising with providers and clients
- Basic report writing
- Demonstrating an awareness of compliance, regulations and procedures
- Following internal disclosure procedures
**About you**
As a key member of this team, you will be able to -- Possess a professional and friendly approach to Clients
- Show the ability to work unsupervised
- Demonstrate the ability to meet deadlines in an organised manner
- Be passionate about their work
- Be an active studier ( RO Exams)
**In summary
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