Job Description

• To provide proactive administrative support to the adviser team to ensure an efficient and smooth service.
• Ensure new business is processed accurately and passed across to Business Support Team Manager or deputy to check in.
• Ensure all client electronic files are maintained to a very high standard and regularly updated.
• To ensure all incoming post, incoming & outgoing emails are saved to the back-office system without delay.
• To deal with incoming phone calls or taking messages for colleagues
• Arranging meetings with clients on behalf of the Financial Planners if required
• Sending confirmation of appointment emails/letters.

Required Knowledge, Skills, and Abilities