At a Glance
- Tasks: Support Financial Advisers by managing client records and ensuring smooth service delivery.
- Company: Join a growing Financial Services team in a professional and supportive environment.
- Benefits: Gain valuable experience, develop your career, and enjoy a collaborative workplace.
- Other info: Opportunity for career growth in a dynamic and supportive team.
- Why this job: Make a real difference in clients' financial journeys while enhancing your skills.
- Qualifications: Experience in Financial Services Administration and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
We are recruiting an experienced and highly organised Financial Planning Assistant to join a growing Financial Services team.
This is an excellent opportunity for an individual with Financial Services Administration experience who is looking to further develop their career within a professional and supportive environment.
Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring the smooth and efficient delivery of advice services whilst providing an outstanding experience for clients.
Key Responsibilities Arranging and confirming client meetings Maintaining accurate client records and databases Creating and managing electronic client files Obtaining information from product providers Managing Letters of Authority through to completion Liaising with clients, providers and third parties Producing provider illustrations and application documentation Preparing client presentation packs and supporting documents Processing online and paper-based applications Monitoring new business cases through to completion Chasing underwriting requirements for protection cases Managing provider correspondence and documentation Producing pre-review meeting documentation Processing post-review administration Preparing review reports and follow-up c...
Contact Details:
Hays Specialist Recruitment Limited Recruitment Team
