Accounts Assistant

Responsibilities

• Working on a portfolio of clients within the Financial Planning Team.
• Assisting with the preparation of reports and research for meetings and supporting the financial planner with clients. Post meeting, liaising with clients/providers to submit/process various types of new business.
• Recommending improvements to clients’ records, systems and practices and assisting as and when needed.
• Organising and supporting every client as effectively and efficiently as possible to the Group’s standards and ensuring effective completion before review by Financial Planner.

Qualifications

• Ideally you will already have or be willing to study towards the relevant qualification in Financial Planning.
• Essentially you will be working for an IFA office or financial institution and have at least two years of Financial Services administration experience.

Training & Development

The qualification covers the financial services market and regulatory context, investment principles, key product areas and technical/advisory skills.

The training consists of private study and regular exams as well as on the job training, building not only on your technical skills but also on your personal and professional development.

Career Path

This is an excellent opportunity to develop your career within a company offering support and a structured career development plan and would suit those already working in the environment looking for a career to become a Financial Planner or remain in the Financial Planning Administrator position and deepen their Financial Services knowledge.

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