We are currently looking for a new member to join our adviser support team, a small group of financial services administrators with responsibility for assisting the firm’s advisers across a wide range of tasks.
This is a position that requires a key team player with flexible working practices, able to facilitate the varied job role. Regular duties include:
- Providing support to advisers and para-planners
- Processing new business
- Implementing advice given to clients
- Liaising with product providers and clients
- Basic report writing
The ideal candidate will have prior experience in a financial services company, preferably an IFA. The candidate will have experience using XPLAN and/or Adviser Office (also known as Avelo or 1st Software) and should be confident dealing with high net worth private clients. Preferably, the candidate will have experience with WRAP platforms and is working towards the Diploma in Financial Planning.
For more information and to apply, please contact Emily Winn: firstname.lastname@example.org