Finance Assistant
Full Time
Job Description
- Keep up-to-date with new product, technical or legislative changes within the marketplace
- Comply at all times with the firm's Compliance; Training & Competence; Complaints and Data Security policies / procedures
- To work as part of a team alongside the firm's Advisers and Paraplanners to provide clients with a professional ongoing Financial Planning experience
- To constantly seek to improve the way business is done and put forwards ideas for improvement
- To be results focused, getting the job done in an efficient way through effective time management and task management
- To demonstrate an attitude of "get it right first time"
- To agree and achieve objectives, set at appraisal
- To prepare and maintain client files
- Client administration
Required Knowledge, Skills, and Abilities
- Excellent inter-personal skills, both written and verbal (with clients and team members)
- Quality management, to be accurate and have attention to detail
- Excellent time management
- A good level of competence with Office 365 to include Word, Excel and Outlook together with a good use of Standard Life Wrap and IO
Reference no: 87453