We are thrilled to have partnered with a well established independent financial advice firm who are actively looking to expand their support team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing bespoke advice and wealth planning expertise to their clients across the UK.

If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!

What you’ll be doing: *Preparing and processing business for new and existing clients
*Providing administrative support for our paraplanners and IFAs
*Maintaining the back office system with client information
*Handling incoming queries from clients and external providers via email and telephone
*Ensuring all files are compliant with regulations
*Liaising with providers to gather policy information

What you need to apply: *2+ years experience working in an administrative role within the financial services industry (Required)
*GCSE Maths and English Language (or equivalent) - graded C or above (Required)
*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 (Required)
*Literate with MS products including Outlook, Word and Excel 
*Prior experience working with Intelliflo Office & provider platforms

What’s in it for you? *A basic salary of up to £35,000 dependent on experience and qualifications
*Hybrid working 
*Social opportunities throughout the year
*Exam funding and support + time off
*Progression opportunities into different areas of the business, depending on which way you see your career heading!
*Generous annual leave allowance
*Private Medical Insurance

What next?
Hit apply or contact Abi directly!
abi@enable-recruitment.co