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A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients.
Job Responsibility:
Client Liaison & Servicing – Act as the first point of contact for client queries
Relationship Management – Work with advisers to ensure all clients requests are dealt with from start to finish
Provider & Third-Party Communication – Liaise with providers and investment platforms
Administration Support - To provide technical and administrative support to allocated IFAs
Maintenance of Client Records - ensuring all client data is accurate and kept up to date
Continuous Process Improvements – Constantly look for ways to improve internal processes
Policies and Procedures – Ensure that all internal policies are adhered to
Requirements:
Experience within a Financial Services IFA support role
Sound knowledge of a variety of modern platforms
Working knowledge of a variety of financial products, including pensions, investments, and protection
Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook
Able to use own initiative and takes ownership of any task through to completion
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths
What we offer:
Training and qualifications
Contributory pension scheme, and death-in-service benefit
Competitive salary and annual discretionary bonus
Health benefit scheme – including digital gym subscriptions, dental and optional treatments
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Enhanced maternity, adoptive and paternity pay
Loyalty bonus and additional holiday days, based on length of service