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Our Client is a professional independent financial advisory firm with offices across the UK. They offer personalized financial planning and guidance tailored to each client's specific needs. Their services include financial planning, pensions, savings and investments, taxation, mortgages, and various protection contracts.
About the Role
Based in the Leatherhead Office, you will be joining a team who support four Financial Planners. This is a part time role and is fully office based. Previous experience working in a similar administrative role within the financial services sector would be beneficial.
Role Description
- Assist the IFAs in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
- Coordinate and schedule client meetings, handle appointment bookings and maintain the IFA's calendar.
- Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
- Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
- Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
Qualifications
- Strong Communication skills
- Experience in financial services or related field
- Attention to detail and organizational skills
- Team player!
