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.
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
Book appointments and perform general PA duties
Prepare meeting rooms, greet clients, and offer refreshments
Maintain and update the CRM system (Intelligent Office) ensuring compliance
Help create a pleasant, efficient office environment that promotes client satisfaction
Minimum 5 years’ experience in an independent financial planning firm (preferably from a chartered or small IFA firm)
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
Ambitious and passionate about delivering outstanding client service, treating clients like family
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.