This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.
Hours: 5 days per week – Monday to Friday - 9am until 5pm
Salary; £24,000
Contract type: Permanent
Benefits;
30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
NHS Top up Medical Cash Plan (increasing with length of service)
Gym membership
Free onsite parking
Bike to work scheme
Exam support and funding
Inhouse development path for those that want to develop throughout the various roles
Team socials
Role purpose: An exciting new opportunity has arisen, and the role will be in the Client Servicing team providing admin support to the business's Financial Advisers and wider business.
Key Duties and Responsibilities:
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Prep of meeting packs (new and review)
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Completion of Annual Review letters within timescale
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Completion and updating of client personal information and details
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Completion of Fund switch letters within timescale
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Completing client change requests in contributions/bank details/address’s
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Diary Management
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Appointment booking via telephone and email
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Review and overdue meeting management
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Adding leads and prospects to the system
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Withdrawals – taking client instruction and completing security checks
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Online access registering
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Pre population of client information in various key documents
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ID & anti-money laundering checks
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Logging documentation on an internal server
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Client meeting reminders
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Preparation of welcome packs/sending
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Certifying docs
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Policy services request for information
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Calling third-party providers for information
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Scanning and processing incoming post
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Answering of incoming office calls
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Supporting with any broader general office support
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Supporting with client generic queries
Person Specification:
Genuine interest in Financial Services
Confident phone manner and dealing with clients
Keen to develop and learn
High level of attention to detail
Highly organised and works with a proactive attitude
Excellent written and verbal communication skills
Excellent IT Skills
Approaches work positively with a can-do attitude and take responsibility for own tasks
Manages time effectively and can work within set timescales
Works well as an individual and as part of a large team
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career
