Financial Adviser jobs in Liskeard

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Why chose Continuum?

We build relationships that last a lifetime with our clients, but also with our staff so that we become their ‘Home for Life' We are proud of the company culture we have built in making sure that we deliver to our clients, our staff and our partners, which has created an exciting high performance growth business which is now in the Top 50 Financial Advisory business in the UK.

Our focus on collaborative team-work and development means that you will accelerate your own learning so please invest in your future with Continuum.

Benefits

• 25 days holiday (plus bank holidays)
• 3% employer pension contribution
• Group Death in Service
• Private Medical Insurance

The Role

This is a varied role for an individual that is enthusiastic, driven, extremely organised and thrives on a busy and challenging role. As an administrator at Continuum, your main role will be to support a number of Independent Financial Advisers with their report writing, information gathering and accurately recording financial information. You will have excellent telephone skills and at least 1 years Administration or Financial Services experience.

Key Responsibilities & Accountabilities

· Provide admin support to Independent Financial Advisers across the business.

· Manage and input accurate client records on internal CRM systems.

· Deal with client enquiries via the telephone for both new and existing clients.

· Regular use of Excel for monitoring of financial data.

· Liaise with External providers to obtain client information and issue appropriate communication to Advisers.

· Organise client review meetings and prepare reports.

· Other general administrative duties as required, such as dealing with post and meet and greet visitors to the office.

What we are looking for

· A minimum of 1 year experience in Administration or a financial services environment is essential.

· You will be prepared to learn and develop and assist wherever necessary.

· A high level of organisational skills will be needed to manage the needs of the advisers, clients and daily tasks within the role.

· You must be a good communicator, face to face, via telephone and online, always displaying a professional approach, & you’ll demonstrate the confidence to deal with the general public and Advisers.

· You’ll be proactive and able to work on your own initiative.

· An extremely high level of attention to detail and accuracy is essential.

· You’ll be IT literate, with the ability to pick up new systems very quickly and already have a good knowledge of MS Office, Gmail and Excel.

How to apply

Please provide a copy of your C.V along with a covering letter on email to abbie@mycontinuum.co.uk detailing why you would be suitable for the role along with your experience.

Also be aware that some pre-employment background and credit checks will be required for this role.

Job Types: Full-time, Permanent

Pay: Up to £25,000.00 per year

Benefits:

• Company pension
• Free parking
• On-site parking

Schedule:

• Monday to Friday

Experience:

• Administrative experience: 2 years (required)

Work Location: In person