Eye4 Recruitment has a new and exciting opportunity for an Independent, Chartered financial firm. They offer all the experience and capabilities of a large city firm but with the tailored, attentive, and personalised service you would expect from a smaller company.

RESPONSIBILITIES WILL INCLUDE:

Prepare for client meetings. Prepare asset valuations & review packs. Process application forms and liaise with clients when additional information required. Maintain client files, ensuring they are up to date and compliant. Responsible for chasing new business and updating internal new business log. Contacting providers to request policy information. Work closely with Advisers and Paraplanners. Other miscellaneous duties as required. KNOWLEDGE, SKILLS & EXPERIENCE:

Have the ability to self-manage your time effectively and responsibly. Be able to multi-task effectively and prioritise workload. Be happy to work with multiple advisers who are office based or working remotely. Be able to work under pressure. Be confident learning to use new software and online systems. Good communication skills (both verbal and written). High standards of accuracy and attention to detail. Be willing to contribute to the team and want to work to build the Clarus brand. BENEFITS:

Full training within the role Supported study (if suitable) Generous holiday entitlement (inc. birthday off) Friendly and supportive team who value employee wellbeing and happiness Honest open culture Aviva DigiCare+ Workplace, health and wellbeing support Join the company pension scheme, including employer contributions Full or Part Time hours available, (minimum 25 hours) Company pension Life insurance Apply for a confidential chat today!

Eye4 Recruitment is a leading recruitment agency for permanent and contract recruitment solutions. Due to the high volume of applications, we are receiving, please note that if you do not hear from a consultant within 5 days, unfortunately your application will have been unsuccessful on this occasion.