You will provide efficient administrative support for financial planners to assist delivery of bespoke solutions to clients as part of the financial advice process. Your role will be to support the financial planner in the development of valuable and long-term business relationships with clients by being a key point of contact for general queries.
If successful you will be working in a small team with the key tasks of providing efficient support to the financial planners liaising with the customer and maintaining accurate customer records.
You will process new business transacting deals in line with the Financial Planner’s recommendations.
In order to do well in the position you will be organised and able to confidently manage relations with the Financial Planner, the Paraplanner, and the client. Ensuring all business is conducted in an accurate, timely manner.
To be considered:
Knowledge and experience of financial products and services, processes, procedures, and regulations in a financial planning environment
Ability to prioritise
Knowledge of compliance issues
Relationship management skills