Financial Planning Assistant - London, United Kingdom - Heat Recruitment

Description

Financial Planning Assistant - Central London - up to £38K DOE

The company

I'm working with an IFA firm who are based in Central London. They provide independent financial advice and manage investment services for High-Net-Worth individuals and their families.

The role

You would be providing full administrative support to two Advisers and a Senior Associate with a rapidly growing book of clients, with a focus on efficiency, professionalism, quality, and accuracy. This is an office-based role due to the nature of being a client-facing business and to help with your training and progression. You will gain experience in complicated financial planning solutions and investment selection/portfolio management and research. There is scope to advance into either a paraplanning role or to become an adviser with a client book provided in the long term.

Your duties would include:

• Acting as a point of contact for clients and providers.
• Preparing portfolio valuations/reviews and packs for client reviews and meetings.
• Scheduling and managing client meetings.
• Collating suitability report packs and ensuring all regulatory and internal firm requirements are met.
• Prompt and compliant submission of new business.
• Managing pipeline business.
• Maintaining new business and existing records on the firm's back-office system (Intelliflo Office).