Job Description

Duties for this role will include:

• To provide proactive administrative support to the adviser team to ensure an efficient and smooth service.
• Ensure new business is processed accurately and passed across to Business Support Team Manager or deputy to check in.
• Ensure all client electronic files are maintained to a very high standard and regularly updated.
• To ensure all incoming post, incoming & outgoing emails are saved to the back-office system without delay.
• To deal with incoming phone calls or taking messages for colleagues
• Arranging meetings with clients on behalf of the Financial Planners if required
• Sending confirmation of appointment emails/letters.

Required Knowledge, Skills, and Abilities

• Organised with the ability to multi-task.
• High level of accuracy and attention to detail.
• Experience of operating in a regulated environment, especially the Financial Services industry, would be a strong advantage but is not essential.
• Good knowledge of Office 365, Word, Excel, Outlook & PowerPoint desirable, but not essential.