Please note, existing experience within Financial Services is required.
Typical working hours are Monday to Friday between 9am-5pm. Flexibility available.
Within this role you will work within a close-knit, friendly administration team, providing support to Financial Advisors and ensuring client's receive an exceptional service at all times, coordinating administrative tasks and other ad-hoc tasks on a daily basis.
* Handling client communications and enquiries via email and phone, providing high standards of service whilst building strong relationships with partners and other contacts.
* Provide administrative and technical support to Advisers, accurately managing administration tasks and client records
* Ensure compliance protocols are followed and assisting with compliance tasks
* Responsible for business submission using inhouse software
* Supporting with diary management and coordinating appointments
* Preparation of meeting documentation and follow up client meeting notes
* Processing updates to client records, handling documents and collating information to update client packs (mixture of both paper and digital)
* Ensuring smooth journeys for all clients and that every interaction is managed in a positive manner
We are looking for candidates with existing experience in financial services (IFA) at varying levels, with strong organisational and prioritisation skills, high levels of attention to detail, excellent communication skills, a friendly team-working attitude, and ability to use intiative to handle their workload effectively.
There could be opportunities to progress within this firm for the right candidate.
A generous package is on offer, including:
* Salary between £26,000-£32,000 dependant on experience
* Between 23-25 days annual leave plus bank holidays
* Opportunity to earn more holiday through time in lieu
* Potential for study support
* 10% employer contribution
* Health Cash Plan
* Employee Assistance Programme
* Life Assurance in Service
* Free Parking Onsite
* Eye Test Contribution
* Sick Pay Scheme
* Opportunities for development if interested
* Paid Volunteering days
* A supportive, friendly and motivating team
and more
Please apply online with your updated CV as soon as possible if you're interested in this great opportunity.
Contact Nikki @ Noodle Talent Partners for more information.
Financial Services | IFA | Estate Planning | Wealth | Administration | Client Services
Salary description
£27000.00 - £32000.00 per year