Job Description

You will be tasked with superb levels of support to Clients and the team within the office.
You will be a key member of the team dealing with a wide range of tasks supporting your colleagues and clients. Full training will be given and there is scope within this role to progress and develop your knowledge if desirable.
You will be primarily involved with multiple admin activities; you will also manage and collate company data and be first point of contact for telephone enquiries.
Specifically your role with involve:

• Meeting and greeting, answering and directing phone calls
• Dealing with Client queries and managing the database of clients
• Diary management for Financial Planner
• Correspondence for clients and providers
• Processing new business and business flow management
• Business submission of various investment types.

  The Rewards:

• Amazing working environment
• The chance to extend your skills and experience
• Career progression.

Required Knowledge, Skills, and Abilities

Financial Services experience, preferably within Wealth Management or an IFA Practice. Proven work experience as an Administrator or within an office support role Excellent customer service and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet. Good time management and planning skills Strong working knowledge of Excel, Word and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.