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:
*Prep of meeting packs (new and review)
*Completion of Annual Review letters within timescale
*Completion and updating of client personal information and details
*Completion of Fund switch letters within timescale
*Completing client change requests in contributions/bank details/address’s
*Diary Management
*Appointment booking via telephone and email
*Review and overdue meeting management
*Adding leads and prospects to the system
*Withdrawals – taking client instruction and completing security checks
*Online access registering
*Pre population of client information in various key documents
*ID & anti-money laundering checks
*Logging documentation on an internal server
*Client meeting reminders
*Preparation of welcome packs/sending
*Certifying docs
*Policy services request for information
*Calling third-party providers for information
*Scanning and processing incoming post
*Answering of incoming office calls
*Supporting with any broader general office support
*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.