Purpose of the role
To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management.
Role and responsibilities:
- To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility
- Effectively and efficiently onboarding new clients and service the existing clients
- Building effective relationships with customers, advisers and paraplanners in your immediate POD
- Positively contribute to the team morale and energy, be a great team player
- Communicating to clients effectively through various mediums (e.g. telephone, email etc)
- Willing to get involved in projects within the business, which may occur from time to time
Essential attributes the successful candidate should possess:
- The successful candidate will be delivery orientated and a well organised individual, with experience
- within a financial planning environment. We are looking for someone who is CII or RO part qualified
- Knowledge of investment products ISAs, Pensions, Bonds
- Experience of using CRM systems
- Be a good team player
- Experience of challenging the status quo in respect of processes
- A strong passion for delivering excellent customer service
- A self-starter, who owns own development journey
This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.