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The main areas of responsibility include:
- To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings
- To ensure that client records are up to date and that internal systems and processes are followed
- To support and develop junior team members to enable them to be as efficient and effective as possible
Candidates should have the following experience:
- Progressing towards the Diploma in Financial Plannin
- Knowledge or providing accurate and timely financial services administrative support
- Strong background in compliance
- Knowledge of pensions and investments
This would suit someone who has worked in a similar role, either as a Trainee paraplanner or alternatively as a more senior support person in a similar environment.
Apply now for more information.
