Job description
My client is looking for a motivated self starter to join their small but fast growing team on a permanent basis. The role will include some general office administration but will predominantly be to assist the Financial Planning team.
Role and Responsibilities
1. General day-to-day office administration tasks such as taking telephone calls, greeting clients, sorting and sending post, document filing.
2. General support to financial planning team in servicing clients.
3. Preparing client meeting packs and relevant supporting documents in advance of client meetings.
4. Communicating with plan providers to obtain client information.
5. Maintaining client information accurately on the firm’s software Xplan.
6. Producing appropriate, clear and accurate written correspondence to a high standard, both to providers and clients via email and by post.
7. Dealing effectively with the submission of new business, including accurate completion and submission of application forms.
8. To achieve a good technical knowledge relevant to financial planning.
9. Using a range of software including Outlook, Word, Excel, Xplan, Powerpoint
10. Management of their own diary and workload priorities.
Desired Skills and Experience
11. An interest in Financial Planning is essential.
12. The ability to manage own time and work to deadlines.
13. Be fully proficient in all Microsoft Office programmes (Word, Excel, Outlook).
14. Have a “Can-do” attitude.
15. Drive and desire to improve all levels of process and procedures.
16. Discretion when supporting activities and handling sensitive data.