p Rosemount Independent Financial Advisers are a long established and stable financial advisory practice based in Gidea Park. /p p br /p p The role will be to provide strong administrative support to our Financial Advisers. /p p br /p p This is a fixed term contract, 12 months expected duration. /p p br /p p Please note you must have worked for a Financial Adviser or Wealth Management Firm. /p p br /p p Role Summary: /p p br /p ul li Preparing paperwork for client meetings, business submission and the processing of new business for pension and investment plans. /li li Producing client portfolio reviews. /li li New Business Illustrations. /li li Trading on provider platforms. /li li Routine administrative tasks such as filing, photocopying and collating information. /li li Liaising with product providers and other third parties to obtain information on clients’ existing arrangements. /li li Inputting and maintaining client information on XPLAN /li li Other tasks as allocated by management. /li /ul p br /p p Qualifications/Experience Required: /p ul li Experience/knowledge of life, pension Investment plans /li li Excellent communication skills both written and oral /li li Good attention to detail. /li li Excellent proactive attitude towards work. /li li Ability to use initiative and work independently as well as part of a team. /li li Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure. /li li Highly organised with a good attention to detail. /li li Previous experience working in a Financial Planning administrative role is essential, minimum 2 years. /li li Microsoft Office Skills. /li li Certificate in Financial Planning or equivalent /li /ul p br /p p Job Type: Full-time /p p Pay: £30,000.00-£36,000.00 per year /p p br /p p Additional pay: /p ul li Performance bonus /li /ul p br /p p Benefits: /p ul li Company pension /li li Life insurance /li li On-site parking /li /ul p br /p p Schedule: /p ul li Monday to Friday /li /ul p br /p p Experience: /p ul li Administrative: 2 years (required) /li li Financial planning: 2 years (required) /li /ul p br /p p Work Location: In person /p
Contact Details:
Rosemount Independent Financial Advisors Recruitment Team
