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Office administrator/ junior paraplanner

Shifnal
Permanent
Albrighton Wealth Management Careers
Office administrator
Posted: 13 August
Offer description

To provide administrative support to the partner practice to ensure that the relationships between the practice and clients can be optimised. Maintaining great relationships with new and existing clients and assisting with the daily operation of the office. Strong attention to detail and organisation skills essential. Communicating with clients and third party providers within a timely manner. Excellent face to face client interaction skills and the ability to build rapport within the team and demonstrate role model behaviors. 1. Excellent face to face and telephone client interaction skills and ability to build rapport. 2. Good organisation skills 3. Strong attention to detail 4. Preparing client meeting packs ie: Fact finds/New business /Reviews 5. Dealing effectively with queries from clients and other parties through effective communication. 6. Prepare new business files, with the use of an external paraplanner 7. Comfortable using templated suitability Letters ie: Annual Review/Tax Free Cash & New Business. 8. Process new business in line with SJP compliance guidelines 9. Maintain accurate records of all client contact 10.

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