Fantastic opportunity for someone to take the next step in their financial services career!
Join a thriving team within a prestigious, multi award-winning financial services company; who go over and above industry standard to deliver elite level service to their clients. Progression-orientated approach, with a focus on developing their advisers and administrative staff to become experts across the market.
In this role, you will work closely with a growing team of advisers; providing a full-cycle paraplanning / administrative service alongside 2x others.
Day to day, this involves…
speaking with clients by video, email and telephone including onboarding new clients;
putting together bespoke information packs;
assisting with fact-finds, drafting suitability letters and create action requests on the system;
undertaking regular product research and analysis;
progress applications, and keep all CRM system information/documents uploaded and updated.
Salary £23-25,000 + company annual bonus + phone and laptop
+ training and full support toward industry qualifications
Monday - Friday 9-5 with flexibility to work from home
In order to be successful in this role; you must have some level of financial services admin/ paraplanning experience, and be keen to challenge yourself by taking on a busy, varied role in a growing team.
You should be a people person, who thrives on service delivery; and is capable of effectively researching and analysing individual requests.
This could be the perfect opportunity take the next step in your career - apply now and be considered! Contact Miles Dutton with any questions and queries or apply now for consideration in confidence.