Financial Planning Support Associate

Recruiter
Huntswood CTC Ltd
Location
London (Greater)
Posted
11 Jan 2018
Closes
10 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Our client, a well established financial planning business are looking to hire a Client Support Associate to sit in a brand new role supporting one of the most senior Financial Planners in the office.


Role responsibilities:

  • Provide pre and post advice support including research, illustrations and the provision of meeting reports
  • Process new business ensuring it meets the standards set by the business and is compliant
  • Ensure that report packs are prepared in readiness for the Adviser's meetings
  • Other support tasks include; valuations of client portfolios, transfers of plans/holdings, research into client holdings
  • Ensure accurate maintenance of any back-office systems that are used to ensure they reflect relevant and up to date information


Key experience and skills:

  • Financial services experience is essential
  • Experience of working in an IFA/Wealth Management environment previously is preferable
  • Strong communication and report writing skills
  • Some relevant financial service qualifications is preferable, for example; R01


Please apply now if you have the relevant experience and skills.


This job was originally posted as www.jobsite.co.uk/job/959924317