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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!
(email address removed)