Adviser Support - London, United Kingdom - Finlink Ltd

Finlink Ltd

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

An excellent opportunity for somebody that is looking to join an established company in an Adviser Support role. The company are looking for someone with great communication skills and experience dealing with clients in financial services.

This company are an independent financial advisory firm that are directly authorised and based in Central London with modern offices.

They're a friendly, medium sized team.

The Role:

Completing fact finds and creating review packs
Sending out compliance documentation
Inputting meeting notes onto internal system
Obtaining tax packs from client's accountants
Draft, review and send suitability reports

Required Skills and Qualifications:

Experience dealing with clients in financial services
Great communication skills
Progression to level 4 diploma is desired, but not essential

The Benefits:

Basic salary of up to £28,000 £35,000
Up to 21 days holiday plus bank holidays. Increases to a maximum of 25 days over time
Closure at Christmas (c.10 days) that is not taken from your annual leave
Summer hours on Fridays are 08:00am 02:30pm
Auto enrolment pension scheme
Private medical insurance, after probation is completed