Job Description

This is a fantastic opportunity to enter the Financial Services sector and develop within the role whilst studying for professional qualifications in administration – options and encouragement to progress to advanced roles/ opportunities.

You will complete the following duties:

• Learn aspects of Financial Planning
• Database and system management
• Research of investment funds
• Client Management and servicing
• Spreadsheets and word etc.
• Report checking – printing/packaging
• Filing and system management
• Monitoring and updating compliance records – advisers (cpd etc.)
• Client review work
• Provider Research and liaison
• Diary management
• Record keeping
• Lead generation monitoring and progress chasing

Required Knowledge, Skills, and Abilities

• Good ICT skills and the ability to learn new systems
• Proficient in Microsoft Office and particularly familiar with Word, Excel, and Outlook
• Good communication skills and telephone manner
• Excellent interpersonal and communication skills
• Meticulous attention to detail
• Able to work well under pressure and to deadlines
• Positive and proactive attitude and able to use own initiative
• A dependable, friendly, and approachable team player
• Good at multi-tasking
• Willingness to learn and motivated to succeed
• Professional
• A good sense of humor
• Educated to GCSE at Grade C/4 or above in math and English (or equivalent)