Job Description

This role involves providing technical and administrative support to financial advisers, including research of suitable financial products to meet our client’s needs, processing business, creating technically accurate reports, recording and managing existing business and client relationships and maintaining statistical information and office administration.

A flexible approach by the successful candidate is key to this role. Full training will be given. The post will be suitable for somebody with relevant experience within the financial services industry. A suitable degree and/or CII qualifications will be beneficial within this role.

Benefits:

• Company pension
• Sick pay

Schedule:

• Monday to Friday

Required Knowledge, Skills, and Abilities

• Researching financial products
• Analyzing data
• Producing recommendation reports
• Excellent communication skills, both verbal and written;
• Proficiency with IT systems;
• office experience, including face-to face client interaction and technical letter writing;
• Willingness to learn;
• Ability to priorities and work unsupervised.
• Corresponding with clients and service/product provider.
• Maintaining back-office records
• Updating back-office system re new clients and new business information.
• Processing new business, both manually and using online facility.
• Managing new business pipeline.