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Location:
London
Salary:
Hidden
Recruiter:
David Allen
Job Hours:
Full-time
Job Type
At David Allen Financial Services we are committed to making people’s money work harder for them, providing a range of tailored and unique financial services to a variety of individuals and businesses. Due to the recent success of our current staff in their professional development, and due to the successful growth of our business and our client portfolio, we now have a number of Financial Services career opportunities available.
Although these roles will be primarily based at our Head Office in Dalston, we are willing to consider candidates who could be based at our other offices in Penrith, Dumfries, and Workington.
Aims and purpose of the job
To assist with the effective operation of the David Allen Financial Services Team by ensuring compliant work is produced in a timely manner at all times, thereby ensuring an accurate, trustworthy, quality service to the client.To provide an efficient and effective support service to the independent financial advisers.To support the whole team in moving the company forward in business development and the implementation of innovative ideas.
Duties to Include
To write reports and create compliance files to company standards. To ensure all work is produced to the highest standard in accordance with our compliance provider and the Financial Conduct Authority.To understand and maintain an up-to-date knowledge on the compliance standards required for client files and ensuring client files are compliant at all times.To process business submissions and track and follow through to completion, ensuring back-off systems are kept accurate and up to date at all times.To prepare documentation required for annual reviews.To communicate with clients, providers and fee earners within the business regarding queries that arise, always providing a high-quality client service.To carry out general tasks to support Financial Advisers as and when required. To prepare and submit business reports on behalf of the adviser, prepare necessary documentation ahead of client meetings, and conduct appropriate research relating to advice given.To support the paraplanning team where necessary.To contribute to business development with innovative ideas.To maintain a high technical knowledge relating to products and services, developed through CPD and professional qualifications, as well as ongoing training.To plan, manage and prioritise workload to ensure deadlines are achieved.
In return for dedication and hard work we offer the following company benefits
Working for #TeamDA also brings with it lots of perks, from flexible working to help you manage your other priorities, to free financial advice and a great salary and package, as well as lots of opportunities to grow, develop and progress.
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