Lime Search & Select Ltd
Learn Inspire Motivate Educate
My client is a Financial Advisory firm based in Stockport , who have been established and providing Financial Advice to both individuals and Corporate clients since 1961.
We are currently seeking a PA / Adviser Support Assistant, you will work very closely with a Financial Adviser on a 1:1 basis and provide him with both PA duties as well as Administrative Support, Specifically you will be responsible for looking after and administering the Financial Advisers client bank including organising and preparing for reviews (including product research), you will carry out some of the Paraplanning duties but this will be limited to top ups to existing policies, ISA top ups and pension switches (the company has a dedicated Paraplanning team who will take on the more technical aspects of Paraplanning), organising the Advisers diary including travel and accomodation requirements and carrying out any general Administrative duties for the Financial Adviser.
We are ideally seeking someone who has 2+ years experience (ideally working within a Financial Advisory firm) with strong product knowledge across both Pensions and Investments (OEICS, Unit Trusts, ISA). It would be to your advantage if you have any knowledge of the Intelliflo system and/or the Standard Life Wrap Platform. There is no requirement for the right candidate to be Diploma qualified, although it would be to your advantage if you have some of the CII exams in place e.g. RO1, RO2, RO3, FPC 1, FPC 2 or FPC 3. This role would NOT be suitable for someone who has a desire to progress into Paraplanning or Financial Advice as a career, we are ideally looking for someone who would be happy to stay in this role, as you will be developing strong relationships with the Financial Adviser’s client base, at the same time this role would not suit someone at Trainee level.
If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below.
We would love to hear from you! Please fill out this form and we will get in touch with you shortly.