We are thrilled to have partnered with a well established independent financial advice firm who are actively looking to expand their support team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing bespoke advice and wealth planning expertise to their clients across the UK.If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!What you'll be doing:

• Preparing and processing business for new and existing clients
• Providing administrative support for our paraplanners and IFAs
• Maintaining the back office system with client information
• Handling incoming queries from clients and external providers via email and telephone
• Ensuring all files are compliant with regulations
• Liaising with providers to gather policy information

What you need to apply:

• 2+ years experience working in an administrative role within the financial services industry (Required)
• GCSE Maths and English Language (or equivalent) - graded C or above (Required)
• Excellent written and verbal communication skills
• Attention to detail 
• Experience in managing client expectations 
• Desire to learn and develop 
• Ability to work independently and as part of a team (Required)
• Literate with MS products including Outlook, Word and Excel 
• Prior experience working with Intelliflo Office & provider platforms

What's in it for you?

• A basic salary of up to £34,000 dependent on experience and qualifications
• Bonus scheme
• Flexible working structure
• Social opportunities throughout the year
• Exam funding and support 
• Progression opportunities into different areas of the business, depending on which way you see your career heading!
• Generous annual leave allowance

What next?Hit apply or contact Abi directly!#removed#