Company description
Sylvan Financial Management is a fast-growing dynamic Financial Advice firm based in Cheadle, Stockport. Our focus is on helping clients achieve their aims, goals and objectives through independent financial planning. We aim to deliver a personalised service with the client at the heart of all we do.
Job description
We are offering an opportunity to join the company with the prospect of being central to the delivery of our vision.
The Opportunity:
The position will be office-based and will require the successful candidate to work alongside the current employees of the business to deliver financial planning advice, and most importantly a consistently excellent level of client service.
The successful candidate will have a positive attitude, excellent customer service skills and a proactive approach to personal development.
Duties and Responsibilities:
- Efficiently process all areas of customer service and administration relating to new/existing business and servicing queries
- Liaising with providers to request information as necessary
- Producing valuations and preparing client packs
- Respond to written and telephone enquiries from clients and providers
- Diary management: organising appointments for the adviser and the client
- Maintain client records within the back-office system in an orderly and comprehensive manner
- Ensuring all required documentation is on file at all times
- Ensuring all meeting follow-up work is completed within agreed timescales
Person Specification:
- Excellent verbal and written communication skills
- A working knowledge of Microsoft Word and Excel
- Ability to work well in a team and deliver a high standard of client service
- Excellent telephone manner and interpersonal skills
- Ability to prioritise and organise own workload
- High attention to detail and accuracy
A minimum of one year's financial service experience is required for the role.
You will be provided with excellent training opportunities and a structured career development programme. We also offer the opportunity to undergo external training if appropriate as well as potential future progression into more senior roles.
The job is full-time working 35 hours a week over Monday to Friday, standard hours are 9 to 5 with a 1-hour lunch break however we are potentially willing to offer some flexibility around hours and remote working for the right candidate.
Salary: £25,000.00-£32,000.00 per year with a separate non-guaranteed performance bonus. We also offer a company pension and life cover.
Job Types: Full-time, Permanent
Benefits:
- Casual dress
- Company pension
- Free parking
- Life insurance
- On-site parking
- Paid volunteer time
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Yearly bonus
Experience:
- Financial Services Administration: 1 year (required)