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Date Added: Sun 18/09/2022

Financial Adviser Assistant

Purton, SN54BZ, UK
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Company: IMPERIAL HOUSE LIMITED

Job Type: Permanent, PartTime

Salary: £21000/annum

This Role is on a PART TIME basis offering approximately 18hrs a week. We can offer flexible working days/hours where needed.***

Our established IFA Company in Swindon are seeking a Part-Time Administrator to join their busy and ambitious team. Ideally you will have basic administration experience with a positive attitude. This is a great opportunity for someone who is keen to develop their experience and be part of a growing company, and to work directly with one of the Financial Advisers in our team. There is long term potential to become a Financial Adviser if desired; as you will be gaining knowledge with regards the everyday functions of a financial adviser.

We are a positive and friendly wealth management company that primarily provides advice on a wide range of financial aspects.

In your role, you will work alongside the adviser and the administration team who all work closely together in a relaxed working environment.

Responsibilities:

Gathering and collating data to help produce detailed client reports.

Ensuring the client files are up to date and Compliant.

You will first and foremost provide ongoing support to your dedicated Financial Adviser.

You will liaise with providers whilst conversing effectively with Advisers and Clients

This will be an office-based role so you will be required to answer general calls, respond to emails and you will speak with Clients.

You will be encouraged to have a voice in the overall improvements to the Company as we are a young ambitious company wishing to expand.

Personal Requirements

Will be confident, professional, efficient and with the ability to use own initiative and prioritise their own workload.

Will be a good communicator.

Will have excellent numeracy and literacy skills, as well as exceptional attention to detail.

Will have good IT skills (a sound knowledge of Office 365).

Will need to be resourceful and have a 'can-do' attitude. We are looking for a positive ambitious individual who will help us drive the company forward.

If you are a team player who likes to get stuck in then this is definitely the Company for you
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