The position will involve working in collaboration with a team of Financial Advisers, providing strong administrative support including diary and appointment management as well as dealing with customers.
Responsibilities
To support Financial Advisers with administrative duties.
You will obtain information, quotes and product details, and provide comparisons for analysis.
You will prepare associated accompanying documentation as required. This will include the pre-completion of documentation ready for clients to check and sign.
Processing client transactions and enquiries accurately and in a timely manner and per agreed service levels.
Proactive assistance and resolution of client enquiries, adhering to relevant timescales and processing guidelines.
Maintaining a thorough knowledge of individual and departmental responsibilities.
Support with diary management and other administrative duties as required.
Required Knowledge, Skills, and Abilities
Work within an admin role within financial services. Work within a regulated, office environment. Proven track record of working accurately within defined processes. Good numeracy and literacy skills. The ability to thrive in a challenging, fast paced environment. Willingness to learn new systems, concepts and broaden knowledge in the industry. Ability to effectively manage and priorities multiple tasks with a structured approach. Highly motivated and willing to embrace change. Good attention to detail. Strong IT skills including advanced knowledge of Microsoft Excel to produce Management Information.