Rosemount Independent Financial Advisers are a long established and stable financial advisory practice based in Gidea Park.

The role will be to provide strong administrative support to our Financial Advisers.

Role Summary:

• Preparing paperwork for client meetings, business submission and the processing of new business for pension and investment plans.
• Producing client portfolio reviews.
• New Business Illustrations.
• Trading on provider platforms.
• Routine administrative tasks such as filing, photocopying and collating information.
• Liaising with product providers and other third parties to obtain information on clients’ existing arrangements.
• Inputting and maintaining client information on XPLAN
• Other tasks as allocated by management.

Qualifications/Experience Required:

• Experience/knowledge of life, pension & Investment plans
• Excellent communication skills both written and oral
• Good attention to detail.
• Excellent proactive attitude towards work.
• Ability to use initiative and work independently as well as part of a team.
• Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure.
• Highly organised with a good attention to detail.
• Previous experience working in a Financial Planning administrative role is essential, minimum 2 years.
• Microsoft Office Skills.
• Certificate in Financial Planning or equivalent

Job Type: Full-time

Pay: £30,000.00-£38,000.00 per year

Additional pay:

• Performance bonus

Benefits:

• On-site parking

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Romford, RM2 6BD: reliably commute or plan to relocate before starting work (required)

Experience:

• Life, pension and investment administration: 2 years (required)

Work Location: In person

Application deadline: 26/09/2024