My clients, a very reputable and well established financial planning practice based just twenty minutes east of Norwich are looking for a Financial Administration Professional.
My client is a family orientated firm with a reputation for supporting and developing their staff as well as maintaining their happiness and well-being.
My client is looking to recruit the right individual as a Personal Assistant also carrying out administrative tasks. It is important that you have some experience in Financial Services.
You will be working closely with Senior Management / Directors, to help transact new business and produce ongoing progress documents for existing clients.
Requirements
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Great organisational skills – ability to prioritise and manage own workload
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Experience in Financial Services, working in a similar role
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Ideally holding or working towards professional qualifications
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Good communication skills, able to deal with clients, support colleagues and challenge providers
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Knowledge on anti-money laundering, TCF and compliance procedures
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IT skills and use or Intelligent office or similar
Responsibilities:
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The preparation of New Business files
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The submission of new business applications
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Ongoing management of existing client bank – including preparing portfolio reports/client review documents
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Client change of agency and information gathering
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Client support, processing trades and answering client queries
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Liaising with advisers and paraplanners throughout the process
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Updating the back office system and keeping files and records up to date
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PA work – managing advisers diary, booking client appointments and deal with adviser emails.
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General office admin – scanning, answering the telephone, processing post
What my client can offer you
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Competitive Salary with KPI based bonus scheme
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Career progression opportunities
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Family run business environment
Benefits
My client provides support with R0 exams both financially and in terms of study support
28 days holiday + BH
My client is happy to consider flexible working e.g. school hours Monday to Friday with some working from home.
Pension