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Are you an organised and proactive professional looking to further your career in financial services? This is your chance to join a forward-thinking and highly regarded financial services firm, known for its employee-focused culture, professional growth opportunities, and commitment to delivering outstanding client service.
In this role, you’ll provide essential support to advisers and their teams, ensuring smooth operations and exceptional service delivery. You’ll be joining a dynamic and collaborative workplace that recognises and rewards hard work while fostering a supportive environment where employees thrive.
Key Responsibilities:
- Acting as the main point of contact for team members regarding day-to-day tasks and deadlines.
- Training and supporting new employees, identifying development needs, and reporting to the Operations Manager.
- Preparing documentation for client meetings, including regulatory forms and provider literature.
- Communicating with clients and advisers to update on task progress and resolve queries.
- Managing case submissions, compliance monitoring, and pipeline tracking.
- Preparing files for Paraplanning, ensuring all necessary information is readily available.
What We’re Looking For:
- Experience in an administrative or support role, preferably in financial services.
- Strong organisational and multitasking abilities.
- Excellent communication skills and a client-focused mindset.
Why Join Us?As part of a reputable and growing firm, you’ll benefit from:
- A strong emphasis on work-life balance, with hybrid working after probation.
- A supportive culture that prioritises employee development, offering training and career progression opportunities.
- Generous benefits, including 28 days of annual leave plus bank holidays, a workplace pension, death in service coverage, and free on-site parking.
Our client is deeply committed to creating a positive and rewarding work environment, where every team member feels valued and empowered to succeed. If you’re ready to take the next step in your career and make a real impact, this is the role for you!
