My client is a well known wealth management practice with offices nationally offering financial services advice on financial planning, taxation, investment management and workplace financial well being to a variety of clients throughout the UK with over £1 billion under management.
Working in the Bournemouth area you will be working in a largescale team providing a 5* administrative service to both financial advisers and clients.
Dealing directly with clients and advisers
Helping advisers prepare for client meetings
On boarding and administration of clients
Point of contact when resolving client queries
Ensuring a client file is compliant and ready to be passed to the paraplanning team
Ensuring all information is collected from clients and inputted onto back office database
Strong IT knowledge or experience
Knowledge of investment products ISAs, Pensions, Bonds
Ambitious to progress within Financial Planning
Any industry relevant qualification's are desirable
Excellent team player and fast thinker