Job Description
Your newpany
An excellent opportunity has arisen within a highly reputable firm of IFAs. Thepany is an expanding Financial Advisory business working out of prestigious offices, offering excellent working conditions and a highly supportive team culture.
Your new role
A vibrant, interesting and busy role providing administrative support to financial planners. Key responsibilities include assisting advisers to prepare for client meetings and client reviews, preparing pre-meeting documentation, processing new business applications, creating valuations and illustrations, chasing Letters of Authority, liaising with product providers and third parties, preparing valuation reports, managing the client database.
What you'll need to succeed
You must have previous experience working for a financial advisorypany / financial planning firm and understand how the industry works. You will be keen to work within a growing Financial Planning busi...