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About the Role

This role involves assisting in research on financial products, ensuring regulatory compliance, and providing administrative support to a financial advisory team. The position offers opportunities for career growth and client-focused work.

Responsibilities

• Assist in conducting research on financial products, including investment packages, pension schemes, and insurance plans.
• Ensure all financial advice adheres to UK Financial Conduct Authority regulations.
• Develop and implement administrative policies and procedures to improve the firm's efficiency and effectiveness.
• Manage confidential files and maintain a clean and organized office environment.
• Provide administrative support to advisers, paraplanners, and the wider team, including producing applications and packs for clients, and drafting correspondence.
• Coordinate with various providers, networks, and clients to ensure smooth communication and coordination of activities.
• Plan and organize events, meetings, and other activities as required.

Requirements

• Strong understanding of tax, trusts, various wrappers, and investment principles.
• Excellent organization, time management, and problem-solving skills.
• Strong communication and interpersonal skills, with the ability to work effectively with employees at all levels of the firm.
• Ability to manage multiple priorities and work in a fast-paced environment.
• Works well in a team.
• Has a desire to achieve great client outcomes.
• Excellent written and verbal communication skills.
• Highly organised, self-motivated, and disciplined.

Skills

• Tax
• Trusts
• Investment principles
• Organization
• Time management
• Problem-solving
• Communication
• Interpersonal skills
• Client outcomes
• Written communication
• Verbal communication
• Self-motivated
• Disciplined

Work Type

• Full-time in office (training and probation)
• Flexible work-from-home arrangements available

Salary/Compensations

• £35,000 – £55,000

Benefits

• Discretionary Annual Bonus
• Workplace pension
• 25 days holiday plus bank holidays
• Career progression and study support
• Enhanced parental leave policy
• Private Health Insurance