Location
Leamington Spa
Salary £19000 - £23000 TypePermanent WorkplaceHybrid Ref87565
Salary: £19,000 £23,000 (dependent on experience) + bonus
About the Role
This is an excellent opportunity to join a growing and professional financial services firm. The role involves supporting the Private Client Team in delivering high-quality service to clients while ensuring all work is carried out in a compliant and efficient manner. There is a clear pathway for career progression, with the potential to develop into a Paraplanner role if desired.
Key Responsibilities
1. Supporting Paraplanners and Private Client Advisers in delivering financial advice and managing client relationships.
2. Handling administrative tasks such as processing business applications, managing client queries, withdrawals, valuations, and letters of authority.
3. Preparing annual review and meeting packs for advisers.
4. Managing and maintaining the IFA back-office system, ensuring accurate and up-to-date client records.
5. Assisting with research and analysis to support client needs and objectives.
6. Attending client meetings with Financial Planners as required.
7. Liaising with product providers and third parties to obtain necessary information.
8. Ensuring compliance with FCA regulations and company policies.
9. Participating in ongoing training and professional development, including working towards industry qualifications.
Skills and Experience Required
10. Strong administrative and organisational skills with excellent attention to detail.
11. Confident communicator, both verbally and in writing.
12. IT proficiency, including Microsoft Outlook, Word, and basic Excel.
13. Ability to manage diaries and prioritise tasks effectively.
14. Eagerness to learn and develop within the financial services industry.
This role offers a fantastic opportunity for someone looking to start or progress their career within financial services, with a clear path for development into a Paraplanner role.