Role Overview<\/span><\/h2>Salary – £35,000 – £55,000, dependent on qualifications and experience<\/span><\/li>Discretionary Annual Bonus<\/span><\/li>Workplace pension<\/span><\/li>25 days holiday plus bank holidays<\/span><\/li>Career progression and study support<\/span><\/li>Enhanced parental leave policy<\/span><\/li>Private Health Insurance<\/span><\/li>Flexible work -from -home arrangements available, although training and probation will be full -time in office<\/span><\/li><\/ul>Responsibilities<\/span><\/h2>Assist in conducting research on financial products, including investment packages, pension schemes, and insurance plans.<\/span><\/li>Ensure all financial advice adheres to the UK Financial Conduct Authority regulations.<\/span><\/li>Develop and implement administrative policies and procedures to improve the firm's efficiency and effectiveness.<\/span><\/li>Manage confidential files and maintain a clean and organized office environment.<\/span><\/li>Provide administrative support to advisers, paraplanners, and the wider team, including producing applications and packs for clients, and drafting correspondence.<\/span><\/li>Coordinate with various providers, networks, and clients to ensure smooth communication and coordination of activities.<\/span><\/li>Plan and organize events, meetings, and other activities as required.<\/span><\/li><\/ul>Skills<\/span><\/h2>Strong understanding of tax, trusts, various wrappers, and investment principles.<\/span><\/li>Excellent organization, time management, and problem -solving skills.<\/span><\/li>Strong communication and interpersonal skills, with the ability to work effectively with employees at all levels of the firm.<\/span><\/li>Ability to manage multiple priorities and work in a fast -paced environment.<\/span><\/li>Works well in a team.<\/span><\/li>Has a desire to achieve great client outcomes.<\/span><\/li>Excellent written and verbal communication skills.<\/span><\/li>Highly organised, self -motivated, and disciplined.<\/span><\/li><\/ul><\/div><\/span>
Contact Details:
J&T Business Consulting Recruitment Team
