We are looking for a bright, conscientious individual to provide administrative support to a Financial Advisor and their team. You will be working alongside the adviser's Assistant and Paraplanner supporting them with a variety of tasks. The ideal candidate will have previous experience in a similar environment. This role will be varied and would suit an individual who is organised, has a high level of attention to detail and is confident dealing with client's and product providers in person and over the telephone.
Your responsibilities will include, but not be limited to:
- Liaising with product providers
- Collating information and producing client valuations
- Scanning and electronic filing
- Carrying out Anti-Money Laundering checks
- Data entry, maintaining registers and client information.
- Preparing new business applications and paperwork for client meetings
- Using various online systems to obtain information
- Dealing with written and telephone enquiries from clients and product providers.
- Ensuring that procedures and compliance requirements are adhered to
- Answering the telephone and directing calls
- Preparing refreshments for meetings
- Managing your own workload to ensure deadlines are met
- Providing general administration support
- Helping other teams with various tasks as and when required
In addition, the candidate will :
- Have a previous experience in a similar role in Financial Services
- Have good knowledge of wealth management products including pensions, investments and protection
- Have equivalent qualification to A level standard or above
- Have a friendly and professional attitude
- Have knowledge of Microsoft products including Outlook, Excel and Word
- Have the ability to react to varying situations with a can do and proactive attitude
- Have the ability to multi task
- Be organised and methodical
- Have a high level of attention to detail
- Be a confident communicator
Package offered:
- Working hours to be agreed, min 21 hours per week between 9 -5 Monday - Friday
- Contributory pension scheme
- Discretionary bonus