What we are offering

• Competitive Salary
• Flexible working hours
• 25 Days Holiday (plus generous holiday at Christmas and Bank holidays)
• Company Pension Scheme
• Structured and approved Apprenticeship through Skills Edge training provider
• Paid Study Leave
• Paid CII Exams and Study Support/Material

Your Duties

• Help clients and professional connections manage effectively their online portals
• Update and maintain data and client records on our back-office system software
• Collate and run client portfolio valuations
• Complete applications/letters of authorities and relevant documents relating to Pensions, Savings, Investments, Protection, Trusts, Estate Planning, Long Term Care and Group Schemes within agreed timescales
• Support Paraplanners and Advisers with their research
• Professionally deal with new and ongoing clients, making sure any queries are dealt with in a prompt and efficient manner
• Communicate effectively with the advisers, providers and the firm’s introducers
• Keep knowledge up to date through our CPD programme

What we are looking for

• Minimum Level 4 GCSE English & Maths
• Meticulous attention to detail and accuracy
• Ability to work efficiently and meet deadlines under pressure
• An analytical and inquisitive individual with strong IT skills