Job Description

This is an important hire as you will coordinate and ensure that excellent continuity and completeness of service promised to each client is provided in the local office working as part of the client team.
Responsibilities of the Position:

• As requested by your Financial Planner, to proactively engage with clients to help them get up to date with matters in hand
• Effective management of workloads
• Provision of administrative support to Financial Planners
• Follow all regulatory requirements including internal procedures and training for AML, complaints and MiFID II
• Provide support, guidance and training to other team members
• Keep up to date with changes in procedures and follow them at all times
• Assist where required with ongoing Projects that are identified throughout a given year for better improvement to the Global Services Department
• Maintain a robust control framework

Required Knowledge, Skills, and Abilities

Ideally working towards the Diploma in Financial Planning. Strong communication skills both verbal and written. Good organizational skills. Adaptability and Flexibility. Team-player. Enthusiastic and positive can-do attitude.