HOT NEW ROLE!
Ready to join a financial services firm where you are valued, supported and part of a collaborative, professional team?
This is not just another administrative role. This is an opportunity to become a key part of a respected Independent Financial Advice practice with an outstanding culture and long term stability.
You will play a crucial role in supporting Advisers and ensuring clients receive a seamless, high quality service. Your work will directly impact client experience and business efficiency.
Key responsibilities include:
*Processing online business applications accurately and efficiently
*Producing client illustrations and suitability documentation
*Updating and maintaining client portfolios
*Managing pensions and investment administration
*Liaising with providers and platforms
*Ensuring compliance standards are met at all times
*Supporting advisers with pre and post meeting preparation
Why my client?
*Supportive and inclusive culture where people stay long term
*Professional yet friendly environment
*Clear structure and strong operational processes
*Exposure to pensions, investments and wealth management
*Opportunity to develop technical knowledge and grow within financial services
*Stability and security within a well established practice
This is ideal for someone who:
*Has experience within financial services administration
*Understands pensions and investment products
*Is highly organised and detail focused
*Takes pride in delivering exceptional client service
*Wants to build a long term career within wealth management
Benefits:
*Social Events
*Medical Benefits
*Death In Service x3
*Bonuses - Discretionary
*Holiday 25 + Bank Holiday
Sounds like the perfect role? Great! Don’t miss out! Give Marcel Woodcock a call as soon as possible