Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard. They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this!
In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.
The role:
The purpose of this role is to be the first point of contact for the company and to provide administrative support across the organisation.
Duties and Responsibilities:
Your key duties and responsibilities will include but not be limited to:
General Office Duties
- Answering of all incoming calls.
- Managing diaries.
- Meeting and greeting clients and other visitors.
- Screening & organising incoming emails for Directors.
- Keeping back-office systems up to date.
- Managing incoming and outgoing post.
- General office maintenance.
- Maintain office security by following safety procedures.
- Keeping meeting rooms clean, tidy and stocked.
- Arranging additional facilities needed for client meetings (e.g. sandwiches,
- lunch bookings).
- Ordering and maintaining adequate stationery levels.
- Ordering and maintaining general supplies for kitchen and office.
- Assistance with general administrative tasks.
- Proofreading and typing as required.
- Arrange travel when needed.
- Raising and sending invoices & other accounts management.
Project management
- Assisting with successful delivery of a range of projects from set-up through all execution stages.
- Reporting on project progress status to the Managing Director and assisting with resolving issues.
- Coordinating individuals and or departments working together to achieve agreed outcomes.
- Updating the in-house systems with information gained on projects.
Operations
- Providing support with operational projects.
- Assisting the Managing Director and the Leadership Team with the management of daily operational activities.
- Preparing and maintaining operations documents and reports.
- Assist with monitoring, controlling, and managing business operations to meet client expectations and company goals.
- Assist with ensuring that all business service activities comply with relevant acts, legal & regulatory requirements, and ethical standards.
- Assist with ensuring compliance with company standards and procedures.
- Assist with identifying operational problems and resolving them in a quickly and timely manner.
IT
- Keep up to date with technology and suggest improvements to the existing way of working.
- Liaise with external IT consultants.
- Assist with ensuring data security, IT, and disaster recovery policies are in place and working.
- Keep an up-to-date register of hardware, software, and staff passwords.
Marketing & Events
- Assist with the planning and organisation of conferences, events, staff training, and team activities.
Compliance
- Practice, the FCA Conduct Rules and the relevant FCA rules at all times.
- Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times.
- Follow appropriate ethical standards within the firm at all times.
- Ensure relevant CPD is maintained and recorded accurately.
- Maintain all standards of performance as required by the firm.
Package Details
The successful candidate will receive a basic salary of £20,000 - £24,000 Per Annum.
Other benefits include:
- Flexible / Hybrid Working available (business needs dependant)
- 12 Wellbeing Days available per annum
- 22 Days Holiday (plus Bank Holidays)
- Additional Paid Leave over Christmas
- Never Work Your Birthday!
- Quarterly Team Social
- Monthly Team Building
- £1,000 Personal Development allowance per annum
- Flexible Appointments Policy
- Cycle2Work Scheme
- Life Cover of 4 x salary
- YuLife Reward Gateway
- Enhanced Maternity & Paternity
- Never Work Your Child's Birthday!
- Paid Leave for Child School Events (up to 4 a year)
The Ideal Employee
Experience
- 2 years' experience in customer service / similar role.
- Personal Assistant experience welcomed.
Qualities
- Enthusiastic & Positive
- Inclusive & Professional
- Proactive
- Sociable
- Able to work under pressure
- Efficient and structured working habits
Skills
- Excellent literacy skills.
- Excellent interpersonal skills.
- Excellent communicator.
- Shows initiative and takes personal responsibility for completing tasks.
- Highly organised and disciplined.