Purpose of the role
To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management.
Role and responsibilities:
*To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility
*Effectively and efficiently onboarding new clients and service the existing clients
*Building effective relationships with customers, advisers and paraplanners in your immediate POD
*Positively contribute to the team morale and energy, be a great team player
*Communicating to clients effectively through various mediums (e.g. telephone, email etc)
*Willing to get involved in projects within the business, which may occur from time to time
Essential attributes the successful candidate should possess:
*The successful candidate will be delivery orientated and a well organised individual, with experience
*within a financial planning environment. We are looking for someone who is CII or RO part qualified
*Knowledge of investment products ISAs, Pensions, Bonds
*Experience of using CRM systems
*Be a good team player
*Experience of challenging the status quo in respect of processes
*A strong passion for delivering excellent customer service
*A self-starter, who owns own development journey
This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.