Job Description:

Our client, a UK based Asset Management firm offers independent financial planning and investment advice to individuals, corporate entities, trusts and charities. They are looking for a Financial Planning Assistant to join their growing and diverse team. This is an excellent opportunity to be put through exams as well as gaining valuable private wealth knowledge.

Essential Skills/Experience:

• Good working knowledge of Microsoft products.
• Competent knowledge of core financial products such as ISAs, SIPPs, Pensions, GIAs and more
• Comfortable navigating provider platforms to obtain required information or to transact business
• A 'Client first' attitude.
• Extremely proactive, motivated, and organised individual
• Good communication skills - professional, friendly, and approachable manner
• Diligent and motivated to continually achieve the firm's objectives
• Enthusiasm and commitment to the firm

Desirable Skills/Experience:

• Experience with Intelliflo Office, Standard Life Wrap and 7IM platforms

Core Responsibilities:

• Processing all new business, submitting applications, in paper/online formats to platforms and providers, thereafter, tracking and chasing progress through to completion
• Processing client documents according to AML and KYC regulations
• Preparing meeting packs for new and existing clients including valuations, portfolio/fund performance analysis and obtaining any ad hoc supporting info
• Processing Risk Questionnaires
• Data input and ongoing maintenance of our Client Record Management system (Intelliflo Office) and various platforms including 7IM, Abrdn Wrap
• Handling closing and deceased client accounts
• Processing client fees, invoices and payments as well as verifying income receipts
• Contributing to regular reporting requirements in line with MiFID regulations
• Co-ordinating mail merges and drafting general correspondence to clients, providers, solicitors etc.
• Sorting and distributing mail
• Assisting in ad-hoc enquiries and project work
• Maintaining relevant industry knowledge to remain compliant with our regulatory body, Financial Conduct Authority

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 14778

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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