Location:Onsite only - Leeds
Job Type:Full time and Permanent
Salary:£30,000 (flexible)
Benefits:Pension; 6 weeks holiday plus bank holidays; Private Medical Insurance
Role Overview
This position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. It involves managing and updating the CRM.
Key Responsibilities
Suitability Report Preparation
Compliance and Record Maintenance
Client Service and Support
- Assist in managing client inquiries, working closely with the administrative team to ensure smooth communication and efficient service.
Team Collaboration and Process Adherence:
- Participate actively in team meetings and training sessions to stay informed and updated on procedures, company products, and industry developments.
- Exercise initiative in managing your own tasks and consult with the IFAs and Senior Paraplanners on workload priorities.
- Other Responsibilities:
- Maintain professionalism, confidentiality, and a client-centered approach in all interactions.
- Attend training courses and events as required to further develop skills.
- Contribute to the teams success by taking on additional duties as assigned by management.
Skills and Experience Required
- Industry Experience: Prior experience in financial services, particularly with a focus on FCA compliance.
- Technical Skills: Strong proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with updating client files electronically.
- Analytical Skills: Ability to assess information critically, draw comparisons, and identify essential details within complex reports.
- Report Writing: Demonstrated ability to produce clear, structured, and comprehensive suitability reports.
Personal Attributes
- Client-Centric Approach: Committed to putting the clients needs at the center of everything you do.
- Team Player: Collaborative, respectful, and positive when working alongside colleagues.
- Integrity and Commitment: Display loyalty to the team and make decisions that align with the companys best interests.
- Empathy and Honesty: Approach interactions with openness and a genuine regard for others.
- Adaptability: Thrive in a changing environment and embrace new challenges with flexibility.
- Proactive and Accountable: Take initiative and ownership of your work, with a commitment to going beyond basic requirements.
- Interpersonal Skills: Strong communicator, able to express ideas with clarity and enthusiasm.
- Organisation and Attention to Detail: Proven ability to plan, prioritize, and maintain high accuracy.
This role is ideal for someone looking to grow their career in financial services, with opportunities for professional development and a supportive team environment.
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