Description
Role Overview:
This is a hands-on administrative role supporting financial advice firms and internal teams. You’ll help deliver core services, maintain accurate records, and ensure a high standard of support to members.
Essential requirements: we are looking for someone who is familiar with investment products and financial planning terminology and who has worked in an administrative or support capacity in the investment or financial advice sector.
Internally, this role is called Senior Business Support Adviser.
What you'll do
- Support the delivery of core services including Fit & Proper Checks, Criminal Record Checks and Credit Checks, producing reports to a high standard.
- Support the administration of the Training & Competency service, including data collation and reporting
- Maintain accurate records and management information
- ...