Purpose of the role

To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management.

Role and responsibilities:

• To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility
• Effectively and efficiently onboarding new clients and service the existing clients
• Building effective relationships with customers, advisers and paraplanners in your immediate POD
• Positively contribute to the team morale and energy, be a great team player
• Communicating to clients effectively through various mediums (e.g. telephone, email etc)
• Willing to get involved in projects within the business, which may occur from time to time

Essential attributes the successful candidate should possess:

• The successful candidate will be delivery orientated and a well organised individual, with experience
• within a financial planning environment. We are looking for someone who is CII or RO part qualified
• Knowledge of investment products ISAs, Pensions, Bonds
• Experience of using CRM systems
• Be a good team player
• Experience of challenging the status quo in respect of processes
• A strong passion for delivering excellent customer service
• A self-starter, who owns own development journey

This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.