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- Salary: £24,000 - £30,000 per annum!
- Hybrid Working: Enjoy the flexibility of working from home and modern offices.
- Generous Holidays: 25 days of annual leave to recharge and relax.
- Tax-Free Bonus Scheme: Boost your earnings with a fantastic tax-free bonus opportunities.
- Manage your daily tasks independently with precision and accountability.
- Oversee and organise Advisers' schedules, ensuring smooth communication.
- Interact directly with clients, attend meetings with Advisers, and handle complex cases confidently.
- Process new business submissions, track progress, and address client needs.
- Prepare documentation, emails, meeting notes, and draft suitability reports, ensuring compliance.
- Work closely with Team Leaders, Admin staff, and Apprentices, delegating tasks and providing coaching.
- Operate within business compliance framework and keep up with regulatory, legislative, and technical requirements.
- Engage in professional training and positively contribute to team objectives and company culture.
- Professional Expertise:
- Strong communication skills (written and verbal).
- High proficiency with tools like Word, Excel, and industry-specific software.
- Excellent numeracy and attention to detail.
- Ability to prioritise, multitask, and maintain an organised workflow.
- Personal Attributes:
- Professional, reliable, and adaptable mindset.
- Ability to work independently and as part of a team.
- Methodical and meticulous approach to tasks.
- Enthusiasm for taking initiative and problem-solving.
- Cultural Fit:
- Positive, proactive attitude toward challenges and change.
- Team-oriented spirit aligned with a "We Win Together" philosophy.
- Commitment to being a role model and mentor for less experienced team members.
- A supportive and collaborative workplace culture.
- Opportunities for professional growth and development.
- A chance to contribute to a company that values integrity, excellence, and teamwork.
