Company Benefits:
* Onsite parking
* Flexible working
* Personal development- help developing your role, exam support including guidance, study leave and the cost of study
* Accrue additional holiday for extra hours worked
* Life cover
* Private healthcare
* Pension scheme
Key Responsibilities:
* Verify application details with the new business team.
* Update and maintain client and financial records.
* Manage database accuracy and organisation.
* Handle mail, correspondence, and client communications.
* Assist with scheduling and administrative tasks.
* Respond to phone enquiries professionally.
* Provide general office support to consultants.
Experience and Skills Requirements:
* Knowledge of efficient office processes and best practices.
* Highly organised with strong prioritisation skills.
* Able to multitask and manage workloads to meet deadlines.
* Proficient in numeracy and Microsoft Office.
* Confident communicator, comfortable engaging with senior professionals and high-net-worth clients.
* A strong team player with excellent interpersonal skills.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.