A friendly, modern lifestyle focused Financial Planning firm have a client support and administration opportunity. This opportunity offers hybrid flexibility to work from their offices in central Birmingham and from home.
Responsibilities include:
- Supporting financial advisers/ financial planners with back office and client work.
- Point of contact for client servicing and new business queries
- Provide support for client meetings
- Request policy information from providers.
- Coordinate and produce client valuations
- Maintain client records.
- Prioritise and organise activities in a timely and compliant manner.
Highlights include:
- Be an important member of a small professional team supporting Financial Planners.
- Receive support and mentorship to achieve your personal career development with a natural succession plan to Paraplanning.
- Other progression available includes ops management and financial advice.
- Enjoy a relaxed environment, hybrid working and can be full or part-time hours.
Skills and qualifications required:
- Experience gained in IFA administration or Financial Planning support is essential.
- Organisation and prioritisation skills with the ability to work independently and part of a team.
- An understanding of pensions and investments