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Delivering exceptional service to clients, the ideal candidate will possess strong organisational skills, a willingness to learn, and preferably some experience in the financial services sector.
Responsibilities:
- Communicate professionally with clients via phone, email, and in-person.
- Respond to client enquiries in a timely and effective manner.
- Schedule and coordinate client meetings for advisers.
- Manage calendars for financial advisers, booking appointments and ensuring efficient use of time.
- Update fact finds using the company's back-office system, ensuring accurate and complete documentation.
- Create, manage, and archive client records in accordance with data protection regulations.
- Handle all postal duties related to client correspondence, including sending, receiving, and filing documents.
- Prepare and issue letters of authority as required, ensuring compliance with regulatory standards.
- Follow up as required in accordance with Company procedures.
- Previous experience in administrative roles is preferred, ideally within the financial services industry.
- Excellent Interpersonal skills. Need to be able to communicate with clients and colleagues.
- Exceptional organisational skills, with the ability to manage multiple priorities effectively.
- Strong attention to detail to ensure accuracy in all tasks.
- Excellent verbal and written communication skills.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook).
- Willingness to learn and adapt to new systems and processes.
- Ability to work independently as well as part of a team.
- DIS cover of 2* income and membership of a Health Cash Plan.
- Initially enrolled in workplace pension then - 5% employer pension contribution after 12months.
- 22 days holiday initially increasing to 25 days (a day a year). After 5 years the holiday is 26 days and after 10 years it's 27.
- Discretionary staff bonus scheme for non-advisory staff.
