Job Description
My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for a Financial Administration Professional.
My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being.
My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services.
You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients.
Requirements
* Great organisational skills – ability to prioritise and manage own workload
* Experience in Financial Services, working in a similar role
* Ideally holding or working towards professional qualifications
* Good communication skills, able to deal with clients, support colleagues and challenge providers
* Knowledge on anti-money laundering, TCF and compliance procedures
* IT skills and use or Intelligent office or similar
Responsibilities:
* The preparation of New Business files
* The submission of new business applications
* Ongoing management of existing client bank – including preparing portfolio reports/client review documents
* Client change of agency and information gathering
* Client support, processing trades and answering client queries
* Liaising with advisers and paraplanners throughout the process
* Updating the back office system and keeping files and records up to date
* PA work – managing advisers diary, booking client appointments and deal with adviser emails.
* General office admin – scanning, answering the telephone, processing post
What my client can offer you
* Competitive Salary with KPI based bonus scheme
* Career progression opportunities
* Family run business environment
Benefits
My client provides support with R0 exams both financially and in terms of study support
28 days holiday + BH
My client is happy to consider flexible working e.g. school hours Monday to Friday with some working from home.
Pension