Job Description
Financial Planning Support (Chartered Practice )
**** Intelligent office experience is desirable
Our client are a very well established Firm of Chartered Financial Planners who now have an excellent opportunity for an experienced and talented Financial Planning Support Administrator to join their thriving Business.You will be joining a highly proactive and ambitious Business who have built up an excellent reputation within the sector, who take pride in the loyalty and care they show their employees, and Clients. The successful candidate will be joining a family orientated organisation and you will be in receipt of a competitive salary + excellent benefit's, up to 30 days holiday a year, perks, healthy employer pension and 3x Death in Service, This truly a great place to work with a friendly culture and recognition for the good things you do.You will be providing research and report writing support to the Directors and Advisers, whilst assisting with complex administration matters for clients.
Responsibilities
"Undertaking research and drafting reports to enable the Directors / Advisers to provide advice to clients in all aspects of personal and corporate financial planning"Preparation of advice letters, annual suitability letters, valuations and aggregated cost tables"Implementation of new business"Research and review of new and existing legislation and technical/product information"Assistin...