Team PA

 

This is a brilliant opportunity for a highly organised and efficient individual to assist two extremely busy Senior Advisers. The role is diverse, and the responsibilities range from providing support to clients as well as to the two Senior Advisers who work as a team. Both Advisers sit on the Board of the company as well as managing and growing their own client bases with the support of two Assistant Advisers. Previous experience in a team manager/EA role is essential and ideally in the financial services, although this is not a necessity.

 

Key responsibilities include:

Client support*
  • Collate client information, organise client reviews, prepare illustrations.
  • Client business submissions – manage cases to completion and work with internal processing systems.
  • Chase clients for funds, applications, and any required documentation to enable business to be submitted.
  • Scan paper Client Financial Reviews (CFR) to client files and input data onto the digital database.
  • Liaise with admin centres/third party providers on any business submission queries.
  • Action meeting notes.
  • Client fund switches, surrenders, dealing with letters of authority and liaising with external providers.
  • Maintain accurate and up to date client information.
  • Help to run a paperless office e.g. scanning documents and loading client information onto the digital database.

AdviAdvisAdviser & Team support*er & Team support*ser & Team support*

Adviser & Team support*

  • Diary management & gatekeeper of two senior advisers
  • Acting as the first point of contact dealing with correspondence and phone calls of two senior advisers
  • Reminding the two senior advisers of important tasks and deadlines
  • Implementing and maintaining procedures/administrative systems

  • Ensuring the team runs smoothly when the two senior advisers are out of the office
  • Holding all team members accountable to tasks
  • Typing up notes from internal meetings

*these lists are not exhaustive.

Must have the following qualities or experience: -
  • Proven organisation skills
  • Proven diary management skills
  • Excellent multi-tasker
  • Experience in ‘managing the manager’
  • Professional, friendly and approachable manner to clients and colleagues, as well, at times be the first point of contact to clients,       colleagues and providers.
  • Able to work off own intuition.
  • Highly motivated.
  • Broad experience of Microsoft Office (Word, PowerPoint, Excel).
  • Experience in a Team manager/EA role is essential

 

Salary and Additional Benefits
  • Competitive Salary
  • Annual Bonus
  • Pension after qualifying period
  • PMI after qualifying period
  • Travel to work scheme
  • Birthday lie in
  • Sell holiday days for cash
  • Bi-weekly fruit
  • Monthly drinks
  • Ad-hoc incentives


Remuneration and Benefits:

  • Competitive Salary

  • Annual Bonus

  • Pension after qualifying period

  • PMI with Bupa after qualifying period

  • Financial qualifications assistance

  • Overseas conferences

  • Ad-hoc incentives

  • Birthday Lie in

  • Sell annual leave for cash

  • Gym and active discounts

 

Because of the changing nature of our business, your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.

By applying for this role, you confirm that you have the right to work in the UK.

Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company.

 

Tax Assistant

 

Your role will be to provide administrative support to tax advisers within a successful and growing wealth management business. You will also have the opportunity to develop and gain the necessary qualifications to become a practitioner yourself. Your support will be key to the tax team and the business as a whole in achieving its monetary, client servicing and growth objectives.

 

Job Role:

  • Dealing with correspondence and administration relating to the client, including tax return organisers, logging and dealing with HMRC correspondence and managing standard documents

  • You will be in regular contact with clients from the initial stages of the tax return process, which involves booking the client for a meeting with their tax adviser, through the information gathering phase and to the final submission of their tax return.

  • Liaising with HM Revenue and Customs in relation to status of clients’ tax returns, tax rebates, documents sent/received.

  • Maintaining client personal and task tracking information for individuals on the CCH Database and Cloud portal.

  • Inputting the tax return information onto the CCH database and eventually submitting the return to HMRC.

  • Compiling client files using NitroPro software for the tax returns.

  • Being able to extract the relevant and accurate data for client documents necessary for their tax Return and keeping records of received and outstanding information.

  • Contributing to tax planning reports.

  • General office admin, diary management, scanning and filing.


Opportunities:

You will receive full training in all the above as well as the fundamentals of the UK tax system.

There is the potential to gain the ATT qualification and become a member of the Association of Taxation Technicians (ATT).


Requirements:

Your experience should include the following:

  • Proven IT skills, ideally in the following systems: Word, Excel.

  • Strong numeric and analytical skills

  • Proven prioritisation, time management and organisational skills.

  • Experience of delivering accurate and thorough work.

  • Reliability in customer service and problem solving skills.

  • Proactive, self-motivated and able to take responsibility for own work under own initiative.

  • Able to work to strict deadlines

  • Strong team working skills, able to build and maintain trusted relationships with both clients and colleagues.

  • Excellent communication skills (verbal and written) and the ability to liaise confidently and professionally at all levels.

  • Efficient management of client documents, using paper and electronic filing.

Remuneration and Benefits:

  • Competitive Salary

  • Annual Bonus

  • Pension after qualifying period

  • PMI with Bupa after qualifying period

  • Financial qualifications assistance

  • Overseas conferences

  • Ad-hoc incentives

  • Birthday Lie in

  • Sell annual leave for cash

  • Gym and active discounts


Because of the changing nature of our business your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.


By applying for this role, you confirm that you have the right to work in the UK.


Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company.

 

To apply for this job please email, careers@flmltd.com

 

Project Coordinator 

 

 This is an excellent opportunity for a proactive and efficient individual to work within an established finance team. 

Key responsibilities include: 

  • Full ownership and execution of key business projects 

  • Coordinating and communicating the above both internally and with external affiliates 

  • Data compilation, analysis and presentation 

  • Providing direct support to the operations and finance teams 

Must have the following qualities: 

  • Attention to detail with absolute precision 

  • Analytical and logical approach 

  • Able to work off own initiative 

  • Highly motivated 

  • Proven track record of going above and beyond. 

  • Highly competent in Microsoft Excel 

Salary and Additional Benefits 

  • Competitive Salary 

  • Annual Bonus 

  • Pension after qualifying period 

  • PMI after qualifying period 

  • Child credits 

  • Travel to work scheme 

  • Ad-hoc incentives 

  • Sell annual leave for cash 

  • Gym and active discounts 

  • Birthday lie-in 

 

Because of the changing nature of our business your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management. 


By applying for this role, you confirm that you have the right to work in the UK.


Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company.

 

To apply for this job please email, careers@flmltd.com

 

Paraplanner 

 

As a Paraplanner you will be an integral member of the Asset Review Team. You will be supporting a large team of Financial Advisers through research, calculations and report writing, working to strict deadlines and the regulatory framework in a timely manner. You will receive structured training and have clear development objectives that you will be expected to meet.

Responsibilities* include:
• Collating client product information from providers and reporting this in a clear and professional manner
• Documenting all correspondence to and from Providers
• Charges comparison analysis using in house software
• Ability to complete manual financial calculations. E.g. tax calculations, projections, etc.
• Producing suitability letters and presentation material in line with company standards
• Working with compliance teams to ensure recommendations are viable
• Consulting with compliance teams and internal contacts for difficult cases
• Comparing fund performance using analytics to present to clients
• Processing and recording business transactions
• Keeping a high level of documentation standards on each case
• Keeping abreast of regulatory and internal guidance
• Supporting the adviser teams with all financial planning, creating the most tax efficient and beneficial structure for each individual client
• Dealing with multiple advisers and holding regular review meetings with them
• Training other members of the team on an ongoing basis.
• Technical meeting preparation of client’s files and agendas
*this list is not exhaustive.

 

Requirements:
• Sound knowledge of financial services and products
• Excellent communication and interpersonal skills
• Articulate with exceptional attention to detail
• Highly effective time management and organisational skills
• Ability to work under pressure and to strict deadlines
• Proactive, self- motivated and able to take responsibility for own work under own initiative.
• Proficient in the use of Microsoft Office

 

Remuneration and benefits:
• Competitive Salary
• Annual Bonus
• Pension
• PMI scheme through BUPA
• Medical through Babylon

• Financial assistance for completion of Level 4 Diploma
• Cycle to Work
• Overseas conferences
• Ad-hoc incentives
• Birthday Lie-in
• Sell annual leave for cash
• Gym and active discounts

 

Because of the changing nature of our business your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management. 


By applying for this role, you confirm that you have the right to work in the UK.


Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company.

 

To apply for this job please email, careers@flmltd.com

 

Client Servicing Assistant

 

This is a brilliant maternity cover opportunity for a highly organised and efficient individual to assist an established Financial Adviser of a fast - growing wealth management company. The role is a 12-month fixed term contract and the responsibilities range from providing support to clients as well as to the Financial Adviser. It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond.

Client support*
• Collate client information, organise client reviews, prepare illustrations.
• Client business submissions – manage cases to completion and work with internal processing systems.
• Chase clients for funds, applications, and any required documentation to enable business to be submitted.
• Scan paper Client Financial Reviews (CFR) to client files and input data onto the digital database.
• Support the adviser to ensure all relevant information required for writing a client report is available.
• Liaise with admin centres/third party providers on any business submission queries.
• Action meeting notes.
• Client fund switches, surrenders, dealing with letters of authority and liaising with external providers.
• Maintain accurate and up to date client information.
• Help to run a paperless office e.g. scanning documents and loading client information onto the digital database.

Adviser support*:
• Diary management
• Confirming attendance to meetings and preparing meeting packs
• Taking and typing up notes


*these lists are not exhaustive.

 

Must have the following qualities: -
• Attention to detail with absolute precision.
• Analytical and logical approach.
• Professional, friendly and approachable manner to clients and colleagues, as well, at times be the first point of contact to clients, colleagues and providers.
• Able to work off own intuition.
• Highly motivated.
• Understand the frequently changing needs and demands of high net-worth clients.
• Broad experience of Microsoft Office (Word, PowerPoint, Excel).
• You will have experience in areas such as administration, team administrator, administrative assistant, Executive Assistant, PA, client care, client servicing, EA, office manager, Personal Assistant

Remuneration and benefits:

• Competitive Salary
• Annual Bonus
• Pension after qualifying period
• PMI after qualifying period
• Child credits
• Travel to work scheme
• Ad-hoc incentives

 

Because of the changing nature of our business your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management. 


By applying for this role, you confirm that you have the right to work in the UK.


Please note, FLM will conduct a standard Financial and Identity check on any candidate who is offered a role within the company.

 

To apply for this job please email, careers@flmltd.com

Floors 2 & 3,

Basildon House,

7 Moorgate, 

London,

EC2R 6AF 

020 7710 3402

customerservice@flmltd.com

© 2019 FLM Ltd. 

FLM is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives. FLM Wealth Management is a trading name of Financial Lifestyle Management Ltd.