We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their IFA Administration team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly 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:
* Providing support to the financial adviser and paraplanners of the business within a pod structure setup.
* Processing new business applications in a timely manners, managing the full process from start to finish
* Speaking with both clients and providers on the phone, email and in person, answering queries and providing support.
* Updating and managing back office system (Intelligent Office)
What you need to apply:
* 2+ Years Financial Adviser administration experience with knowledge in processing new business
* The ability to form positive relationships with clients
* A good understanding of Pensions & Investments
What's in it for you?
1. A basic salary of up to £30,000 dependent on experience and qualifications
2. Company bonus scheme
3. Flexible working structure with working from home and flexitime offered
4. Social opportunities throughout the year
5. Exam funding and support
6. Progression...