Hitchin, Hertfordshire
£20,000 – £30,000
Published 1 month ago

Job Description

Prosperity IFA is a firm of successful independent financial advisers dedicated to delivering unbiased financial advice and in a way that suits their clients.

Their advisers and servicing team are committed to delivering an excellent customer experience for all of their clients. Many client-adviser relationships are long lasting, and they work together as long as their needs, both personal and commercial, change.

Ashley’s experience in financial services to date has taught him that making a difference through financial planning is all about listening and truly understanding each client’s position and needs. He really seeks to cultivate longstanding friendships with his clients that are built upon trust and the delivery of excellent customer service.

Package Details:

The successful candidate will receive a Salary of £20,000-£30,000 Per Annum

Other benefits include:

  • Pension Scheme
  • 28 days holiday (including bank holidays)
  • Support with professional development growth in line with your individual professional goals

Purpose of the role:

This role is ideal for individuals who are eager to learn and grow within a dynamic and ambitious team. You will have ample opportunities to expand your skills and advance within the company. Additionally, you will have the autonomy to shape your own role, with your insights and suggestions valued in improving processes and systems to enhance client outcomes and experiences.

Duties and Responsibilities:

Your duties will include but not be limited to:

  • Client updates/progress reports
  • Social media posts and updates
  • Smart searches
  • Deal with inbound calls/Emails.
  • Prepare review packs.
  • Send off Letter Of Authorities.
  • Prepare Booklet of Holdings
  • Chase Issued business.
  • Forms & Paperwork
  • Birthday cards
  • Book appointments
  • Password Reset & Platform support.
  • Chase client Letter Of Authorities, Attitude to Risk, Letter Of Engagement, Invoices
  • Fact find inputs
  • Deal with stationary/post.

The Ideal Employee:

Experience is not essential for this role; our client prioritises attitude over background. This role has genuine opportunities for growth. The ideal candidate will possess a keen attention to detail and a commitment to delivering exceptional client service, willing to go the extra mile when needed. The office fosters a relaxed and harmonious environment, making compatibility a valuable addition.


Job Information

Category Financial Admin
Reference JOB-1713
Benefits Pension scheme, 28 days holiday, support with professiona development
Created Published 1 month ago
Consultant Information Jade Ling 443333078386