Website Time Recruitment Solutions Ltd
Role Purpose: To provide efficient administrative support for financial planners to assist delivery of bespoke solutions to clients as part of the financial advice process. To accurately process business in line with the Financial Planners recommendations. Maintain client records to high standards. 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.
Key Skills Required
Knowledge and experience of financial products and services, processes, procedures and regulations in a financial planning environment
Attention to detail
Ability to prioritise
Knowledge of compliance issues
The individual will typically possess at least two years’ financial services experience, preferably within a financial advisory environment. They should be able to work 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. They will process new business transacting deals in line with the Financial Planner’s recommendations.
They will be highly 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.
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