£20000 - £26000 per annum
The successful individual must have at least 2 years experience in a support role within an IFA or wealth management firm. Other requirements include:
Good secretarial and numeracy skills with high degree of accuracy
Excellent interpersonal and organisational skills
Knowledge of Model Office (Desirable)
NVQ Level 3 in Business Administration (Desirable)
Main responsibilities include:
Compliance and record maintenance, including, data entry, accuracy of client data base and use of model office processes
Client service, including, internal and external client feedback and quality of information provided to clients
Contribution to profitability, including, adherence to expensive policy and stock and order systems, quality of support given to paraplanners and financial advisors
Undertake office duties such as filing, post, stock and order systems
Send prepared investment information/reports to clients
Develop processes to support paraplanners and financial advisors
Assist with the retention and development of client relationships
An excellent opportunity for a candidate with the right experience, please do not hesitate to get in touch!
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Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.
Posted 13 days ago