Job Description
About the role
This role encompasses a wide range of financial administrative duties, along with some research and writing tasks. You will form part of the foundation of a larger team, being a mix of paraplanners, technical experts and administrators so the role asks for someone who is a team player, contributor and someone who embodies our “got your back” ethic.
Ideally, we are looking for someone who has some experience in administrative roles, preferably within an Independent Financial Advisers, however not essential. We need someone who is keen to learn and embrace the skills we’re cultivating for this role and full training can be provided for the right candidate.
The role includes:
Having a keen eye for detail to accurately and efficiently gather and compile client information across a wide range of financial products and policy types, including pensions and investments.