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- Suitability Reports
- Client Reviews
- Supporting one Director
- Preparing Suitability Reports and client review packs.
- Liaising with product providers to obtain pension and investment information.
- Assisting with technical research and ongoing due diligence of investment funds and platforms.
- Managing client correspondence, both written and verbal.
- Processing new business, including issuing and following up on Letters of Authority (LOAs).
- Requesting and managing illustrations.
- Ensuring all financial planning administration is accurate and compliant with firm procedures.
- Maintaining client records using Intelligent Office (IO) and organising files to a high standard.
- Previous experience in a financial services firm is essential.
- Technical report-writing skills and a solid understanding of pensions and investments.
- Ability to thrive in a fast-paced, high-volume environment with excellent attention to detail.
- Strong communication skills, both written and verbal.
- A proactive, flexible approach and a genuine passion for helping clients achieve their goals.
Company Benefits:Competative salary and annual leaveThe firm encourages and rewards staff members to further their industry knowledge by completing CII examsIncome Protection Cover, Death in Service and PMI optionCompany pensio
Annual events If you would like to find out more details about this role, apply today!
