Financial Planning Support Associate

Huntswood CTC Ltd
London (Greater)
11 Jan 2018
10 Feb 2018
Contract Type
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.

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