Core duties and responsibilities:
- Call clients to book in annual review meetings
- Navigate and plot meetings across England to optimise Financial Planners' journeys
- Update and manage each Financial Planner's diary
- Send confirmation letters to clients
- Make up and maintain compliant files
- Assist reception greeting clients
- Assist reception processing post
- To comply with the principles of Treating Customers Fairly in all aspects of the role of administrator
- Full time
- Office based
Key Skills:
- Polite telephone manner
- Ability to achieve agreed outcomes without supervision
- Articulate
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Good IT skills
- Ability to work independently and in a team
- Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
- Xplan is our back-office system - training will be provided
37 hours 9-5.30pm (4.30pm on a Friday)
£26,000 - £28,000 DOE
Lovely offices to work in - great benefits
What you need to do now
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