Company Benefits:
* Competitive salary reflecting experience and ability.
* Pension scheme and medical insurance.
* Support for personal development, including exam guidance, study leave and costs covered.
* Internal training to understand systems, products and processes.
* Time off for CPD and relevant professional events.
Experience and Skills Requirements:
* Familiarity with back-office investment systems and platforms.
* Experience with fund switch reports and investment review processes.
* Minimum CF1 (or equivalent) qualification.
* At least 2 years’ experience dealing directly with clients in financial services.
* Good knowledge of pensions, investments, life assurance and mortgages.
Key Responsibilities:
* Provide administrative support throughout the sales and client review process.
* Prepare and manage regular client investment reviews.
* Communicate effectively with clients via phone, email and letters.
* Demonstrate initiative and sound judgment when handling administrative tasks.
* Maintain well-organised client files and accurate records.
* Understand and follow compliance procedures, including anti-money laundering, data protection and treating customers fairly.
* Process new business applications and ensure documentation accuracy.
* Manage incoming and outgoing post efficiently.
* Support paraplanners in preparing suitability reports, including fact finds, risk assessments and illustrations.
* Work with investment platforms and interpret fund valuations in client portfolios.
* Attend internal and external training as required and stay up to date with relevant regulations.
* Undertake other duties as reasonably requested.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted
Salary description
£38000.00 - £43000.00 per year