Financial Advisor at CIBC managing client relationships and delivering financial services solutions. Building a client portfolio through exceptional service and community involvement.
About the role
- Financial Planning Administrator supporting planners in administrative tasks and client interactions. Opportunity for career growth in financial planning roles.
Responsibilities
- Support Financial Planners with administrative needs
- Ensure all client reviews have a corresponding suitability report and are sent to the client.
- Process new business, applications, and provider paperwork accurately and on time.
- Reconcile all client fees monthly and ensure timely payment to Financial Planners by collaborating with Finance and the Financial Planner.
- Assist Financial Planners with the scheduling of annual reviews and preparation for meetings.
- Maintain strong relationships with both the Financial Planners and their clients.
Requirements
- Tech savvy, able to work on cloud based systems, has used AI to support finding answers.
- High attention to detail and accuracy.
- Confident written and verbal skills, confident to communicate directly with clients on customer service queries.
- A desire to excel at what you do.
- An interest in financial products (e.g. pensions, ISAs, investments).
- A self learner who wants to read about industry articles and later take up supported study for exams to progress in their career.
- Prior experience in a financial planning, wealth/asset management or similar firm would get you reviewed quickly.
- Experience in financial services or accountancy is desirable.
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
- Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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