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 and Paraplanning support to our Financial Advisers.

With the right candidate there will be the opportunity for progression.

Role Summary:

Preparing paperwork for client meetings, business submission and the processing of new business for pension and investment plans.
Producing client portfolio reviews.
Produce suitability reports and supporting documentation
Interpret adviser notes and translate into compliant recommendations
New Business Illustrations.
Trading on provider platforms.
Routine administrative tasks
Maintaining client data on our CRM tool 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.
Diploma in Financial Planning or equivalent is desirable

Job Type: Full-time

Pay: £34,000.00-£45,000.00 per year

Benefits:

Ability to commute/relocate:

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

Experience:

Work Location: In person

Rosemount IFAs

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