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- Managing own workflow to ensure tasks are completed accurately and efficiently with deadlines met.
- Create and maintain filing systems/client files.
- Arrange meetings/book appointments.
- Update and maintain the firm’s diary system, records, and registers.
- Requesting quotes/comparisons as requested by advisers.
- Retrieving policy information from providers via phone or websites.
- Submitting new business.
- Liaising with product providers as and when necessary.
- Assisting advisers in providing all required information to the paraplanner to create a suitability report.
- Assisting advisers to provide all required information for client meetings.
- Type and word-process various documents and electronic information.
- Create financial reports using spreadsheets.
- Manage, organise, and update relevant data using database applications.
- Carry out any other duties as required by the Financial Services Office Manager.
- General office duties including filing, shredding, photocopying, and binding.
- Checking the accuracy of team member's work and coordinating training for team members where required.
- Experience working in an IFA or Wealth Management practice.
- Knowledge of using IO (Intelligent Office client database).
- Ideally the candidate will be studying towards the certificate or diploma in Financial Services.
- Great attention to detail and process orientated.
- Professional and positive attitude.
- Strong interpersonal skills.
- Highly organised with an excellent standard of written and verbal communication.
- On-site Monday – Friday – 9am – 5pm (with an early finish on Fridays at 4pm), and half an hour lunch.
- 23 days holiday plus bank holidays increasing with length of service.
- Pension scheme, life assurance, development & training and educational support, health cash plan, Employee Assistance Programme (EAP), annual bonus scheme (discretionary of up to 5%).
