Tel: +44-7725-467543

© 2019 by ATC Worldwide Partners.

Company number 08487020

Address: London, United Kingdom

 

Independent Financial Advisor French & English speaker, London, UK

ATC Recruitment Worldwide is working for an Independent Financial Adviser (IFA) based in central London and specialised in working with expatriates and corporate clients in both the UK and France.

Our client provides expertise in International Financial Planning. They advise Private clients and implement international solutions relating to Investment Planning, UK and International Pensions, Insurances and Estate planning.

Our client assists employers in implementing attractive Employee Benefits for their staff.

You will be working for a small team. Our client is looking for a motivated, proactive and enthusiastic French and English speaking candidate to provide administrative and planning support to the Financial Adviser.

This is a fantastic opportunity for someone with a first experience within the Financial Planning industry, part-qualified or looking at taking some exams.

Mains duties:

  • Assist the adviser in the implementation of clients’ specific recommendation

  • Prepare clients’ annual review: portfolio performance analysis and funds research

  • Perform technical and product/provider review and research in connection with clients’ specific requirements

  • Assist with corporate pension plan setup and administration

  • Liaise with clients and third-party providers in a professional and efficient manner

  • Help with the client administrative support: clients’ queries, policies statements and renewals

  • Update the company CRM database and link with various provider software.

  • Follow compliance rules

Essential Skills and Knowledge Required:

  • Sound overall knowledge of the financial services market

  • Good knowledge and experience of the advice process and regulatory requirements

  • Working knowledge of Microsoft Office packages and good computer skills

  • Communication skills

  • Attention to details

  • Organisational and planning skills

  • Enthusiastic and adaptable within a small company

  • Languages: English and a fair understanding of French

  • A desire to learn and able to take constructive comments, listen and apply to own development

  • Ability to work well in a pressurised environment with the ability to prioritise

  • Experience on platform such as Transact, Fidelity or Aegon is advantageous

 

Our client is looking for a motivated candidate to work within a small dynamic team for this growing advising firm. Training and support from the team will be provided for the right person. This is a full time permanent position with an immediate start.

www.atc-recruitment-worldwide.com

Job Type: Full-time

Salary: £25,000.00 to £30,000.00 /year

Please contact us at the following address if you are interested.

contact@atc-recruitment-worldwide.com

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