Job Description

• Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
• Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner
• Liaise with providers and other 3rd parties, to obtain any information that may be needed

Required Knowledge, Skills, and Abilities

In order to be considered for this unique opportunity, candidates need to have -

• Previous experience within a Financial Planning role
• Professional communication manner, both written and verbally
• Any Financial Services qualifications are desired