What you will be doing

Administrative:
- Ensuring client files are up to date and in order
- Updating back office systems (Adviser Office)
Assisting financial planners:
- Data gathering to assist with the production of comprehensive net worth statements and investment recommendations
- Assist with the drafting of reports to ensure that they are produced to a high quality and in a timely manner
- Preparing for and minute taking for client and prospect meetings
- Gaining exposure to the full investment advice process
Completing ongoing training following a structured learning and exam programme with the aim of achieving a Diploma in Financial Planning with the Chartered Institute of Insurance (CII)
Acquiring knowledge of company procedures and ensuring regulatory compliance

The ideal candidate will: