September 2017
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Financial Services Technical Assistant – London – £30k – plus bonus, benefits and training

London (Central)

£30,000 - Plus benefits, bonus, extensive training and support

We believe that great financial planning can only be delivered by a great team! We achieve this through our professional and personalised client centered approach and our shared mutual respect for each other. We are proud of our success which has been built on a solid foundation of quality and ethics. We are based in […]

Recruiter

Temple Bar Asset Management

Posted

16 August 2017

Closes

Sector

Compliance, Employee Benefits, Investment, Pensions, Tax

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

We believe that great financial planning can only be delivered by a great team! We achieve this through our professional and personalised client centered approach and our shared mutual respect for each other.

We are proud of our success which has been built on a solid foundation of quality and ethics. We are based in the City of London (EC3M 1EB) and are looking to recruit an enthusiastic, driven and “smart working” Technical Assistant to support our planning and technical team.

Our clients include successful business people, families and retirees based around the country who are provided with a complete range of wealth management and personalised financial planning services.

To join as a key part of our team you will need to be highly efficient, organised, and be able to multi-task and prioritise accordingly. You will have strong attention to detail, a ‘hands-on’ approach and be capable of independently completing required functions whilst also liaising effectively with other team members.

Skills and tools – Desirable


Key responsibilities include

· Supporting the technical team with information gathering and research to meet client needs and objectives

· Supporting the technical team with the implementation of new business

· Developing and maintaining internal relationships to help maintain business flow and meet agreed service and standards targets

· Contributing to the smooth running of the technical administrative function within the firm

· Promoting the profile of the firm within the profession and wider communities

· Continuous professional development to meet regulatory requirements and personal development needs

· Maintaining high level standards in the technical team and throughout the firm as a whole

· Pro-active in suggesting improvements for the continuing progression of the firm

· Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.

Once full level 4 qualification has been achieved the ideal candidate shall move on to taking responsibilities for:

· Supporting the Financial Planner in research and analysis to meet client needs and objectives

· Supporting the Financial Planner in preparing client financial plans and suitability reports

· Developing and maintaining internal relationships to help maintain business flow and meet agreed service and standards targets

· Ensuring the smooth running of the technical administrative function within the business

· Maintaining high level standards in the technical team and throughout the business as a whole

· Promoting the profile of the business within the profession and wider communities

· Continuous professional development to meet regulatory requirements and personal development needs

· Pro-active in suggesting improvements for the continuing progression of the business

· Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.

This is a fantastic opportunity to join our amazing firm in financial services where loyalty, dedication and enthusiasm will be recognised and rewarded.

The successful candidate can expect a salary to start from £30,000 per annum plus benefits, bonus and an extensive training and support programme.

We hire for attitude, drive and motivation; therefore all applications are encouraged and welcomed.

For further information please visit:

W: www.templebar-am.com
Li: www.linkedin.com/in/tonytheoklifinancialplanner/

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