Financial Adviser Assistant - Chorley, United Kingdom - Taylor James Professional Recruitment LTD

Taylor James Professional Recruitment LTD

Verified Company

Chorley, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client, a prestigious financial planning firm in
Chorley are looking to appoint an Financial Adviser Assistant to join their experienced team on a permanent basis.

As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package

Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:

Submitting transaction & trade requests including fund switches on and off platform
Obtaining illustrations & product literature
Acquiring client portfolio valuations
Preparation of annual review packs for client meetings
Acting as a key point of contact for financial planners & clients
Liaising with product providers
Actioning LOAs
Maintaining an accurate record of the Client's financial situation
Studying towards level 4 diploma (
desirable)
IFA/ financial planning administration experience (
essential)
Experience of using Intelligent Office (
desirable)