Hours: Monday to Friday, 9.00am to 5.00pm with a one-hour break (35 hours)
Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare
Responsibilities:
- Client correspondence, written and verbal.
- Processing New Business.
- Completing MiFID Compliant Costs and Charges for clients ahead of their annual review.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser's diary.
- Illustration requests.
- 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 well presented, accurate and compliant.
- Taking phone calls, enquiries, and requests, and handling them where appropriate.
- Back-office support.
- Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
- Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
- Good working knowledge of Intelligent Office and Provider Platforms.
- Confidence with IT and office software packages including Teams, Outlook, Word, and Excel.
- Management and prioritising workloads.