Working as part of the Skybound Wealth European team and based in either our Central London or Sheffield office, you will assist Financial Planners with a range of tasks such as; arranging client review meetings, preparation of written advice reports and provide technical research and general support.

This role presents a fantastic opportunity for someone with some existing experience or knowledge of the finance industry who is looking to develop a career in wealth management.

Key Responsibilities:

• Develop and maintain effective relationships with colleagues and clients.
• Contact clients to arrange review meetings
• Prepare suitability reports appropriate to level of experience and under relevant supervision.
• Ensure all relevant compliance paperwork has been carried out.
• Carry out technical research as part of the existing arrangement review process.
• Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.
• Maintain awareness of, and act in accordance with, all Compliance and legislative obligations.
• Discuss client objectives with the relevant Financial Planner, identifying necessary client information in order to prepare the necessary suitability check.
• Accurately and efficiently support the Financial Planning team to enable the achievement of targets and meet client expectations.
• Regularly participate in team meetings, including highlighting issues and owning actions through to resolution.
• Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log.
• Keep advisers updated with progress and liaise with them to expedite completion of advice.

Skills and Qualifications:

• Excellent standard of education with a desire to further develop and to undertake relevant examinations.
• Proficient IT skills in core Microsoft Office systems.
• Organisation and prioritisation skills.
• Excellent verbal and written communication skills with an eye for detail.