Overview
Brook Street are working with an award-winning, specialist Financial Planners, based in Exeter. Our client are looking to add to their busy office with an experienced Client Administrator. The ideal candidate will have 4-5 years experience (minimum) working in a busy IFA/Chartered Financial Planners. This role is permanent, working full time, Monday to Friday, 9-5 at their offices.
Responsibilities
* Manage the client journey from initial contact to new business processing
* Support financial advisers and investment teams with administrative tasks
* Liaise with providers via telephone, email, and letter
* Communicate effectively with clients by phone, email, letter, and face-to-face
* Handle client queries where possible and escalate when necessary
* Book appointments and perform general PA duties
* Prepare meeting rooms, greet clients, and offer refreshments
* Organise and prioritise workload to meet deadlines
* Maintain and update the CRM system (Intelligent Office) ensuring compliance
* Help create a pleasant, efficient office environment that promotes client satisfaction
Ideal Candidate
* Minimum 5 years\' experience in an independent financial planning firm (preferably from a chartered or small IFA firm)
* Ethical, honest, and compliant with industry standards
* Confident, organised self-starter with excellent time management skills
* Strong attention to detail with an eye for accuracy in all tasks
* Excellent written and verbal communication skills, including letter writing with strong grammar and spelling
* Proficient IT skills, including Outlook, Word, Excel, and ideally experience with Intelligent Office
* A team player who takes direction well, is open to feedback, and willing to ask questions
* Ambitious and passionate about delivering outstanding client service, treating clients like family
* Comfortable working in a fast-paced, high-volume environment
* Willingness to mentor junior colleagues as the role develops
What’s on offer
* Salary ranges between 29,000 - 35,000/year DOE
* 25 days holiday, rising by one per year until 30 days + Bank holidays
* Birthday off
* Pension auto-enrolment
* Private medical insurance
* Free on-site parking
Apply now or contact Luke at Brook Street Cardiff for more information.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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