Job Description

The main purpose of this role is to ensure all administration is effectively managed for the company in a timely manner.

MAIN DUTIES:

• Data entry onto client database
• Compliance checks
• Prepare supporting documentation
• Prepare for client reviews
• Other ad hoc admin duties

The ideal candidate will have a high level of honesty and integrity, along with good communication. You will have proven time management skills and a methodical approach to work.

Ideally, you will have worked within a similar Financial Services Administration role previously and have a good excellent understanding of the financial planning process.

This is a great opportunity to join a business offering a stable career opportunity along with a friendly working environment.

Required Knowledge, Skills, and Abilities