Job Description

The key duties of the role are listed below:

 Taking phone calls, inquiries and requests, and

handling them where appropriate

 Client correspondence, written and verbal

 Processing New Business

 Preparation of client review packs

 Arranging client meetings and managing the
Adviser’s diary

 Illustration requests

 Back-office support. Ensure that all financial planning client administration is carried out in accordance with
the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are wellpresented, accurate and compliant. Due to the nature of the business, the role may
also include additional responsibilities considered reasonable.

Required Knowledge, Skills, and Abilities

Previous experience working in a Financial Planning firm is essential CII Level 3 Qualifications in Financial Administrationpreferable, if not training will be provided toachieve these

 Good working knowledge of IO and Platformexperience essential.

 An understanding of Model Portfolios/DFMs preferable
 Excellent planning, organisational and multi-tasking abilities are essential
 Excellent communication skills at all levels

 Ability to produce concise business
correspondence, proofread for grammar,
spelling and punctuation with a high degree of
accuracy