A fun, dynamic yet professional environment. Here there’s rarely a dull moment so you must have bags of energy and be willing to initiate and drive what needs to be done. Plenty of parking, laughter and a gorgeous and calm office cockapoo.
You will be joining a forward thinking and innovative firm of Independent Financial Advisers and you will become part of a friendly team whom work hard for their clients to give them absolute clarity, understanding and confidence.
Accuracy and attention to detail is vital to the role as well as a thirst to deliver a quality service.
Career progression & bonuses available
You will play a vital role in the business, key duties will be:
- Servicing clients and supporting IFAs.
- Processing withdrawals.
- Pensions, investment and protection administration for new & existing arrangements.
- Analysing existing arrangements & preparing client discussion documents.
- Obtaining & preparing illustrations.
- Change of risk profiles.
- Assisting in ad-hoc projects and cases.
About you:
- Good all round knowledge of Financial Services.
- Confident, resilient and positive by nature with a can-do attitude.
- Smart and professional appearance, personable and reliable.
- Excellent organisational skills with the ability to prioritise effectively, stay focused under pressure and solve problems.
- Must be articulate - be able to communicate effectively in writing and verbally with confidence and confidentiality.
- Proficiency with Microsoft Office packages (especially Word, Excel, & PowerPoint) is required. Knowledge of Curo and IO would be of benefit.
Candidates will ideally hold their FPC or equivalent Diploma in Financial Services or should be working towards Diploma. You will be given full training and support to attain further exams.
Salary - £20-£27k - Negotiable depending on experience and qualifications plus opportunity for a monthly bonus.
Benefits:
- Life & Critical illness cover and Income Protection
- Pension Scheme after 3 months service
- Generous holiday allowance
- Parking Permit
- A team that values, trusts and respects one another, enjoys spending time together and laughs (a lot)!
Based in Fareham, Hampshire. Just off the M27 junction 11 within walking distance of bus and train station.
Starting Jan/Feb 2020