Address
Form of work
SalaryPurpose 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.
Skills and knowledge required:
- Deal with telephone, email enquiries.
- Assisting with onsite meetings.
- Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet.
- Preparing meeting packs for with relevant forms for client meetings.
- Updating stocks of compliance forms for use, as and when required.
- Submitting new business, as and when required;
- Processing new business applications, tracking and managing new business pipeline.
- Setting up model portfolios.
- Investing funds, switching funds, setting up regular buys/sells
- Preparing Valuations/Review Packs, as and when required;
- Liaising with Product Providers via telephone, email and online portals to obtain plan information.
- carrying out post review rebalances of portfolios, as and when required.
- Maintain a client database/CRM system (Curo).
- Assisting Paraplanning Team, as and when required.
Skills required:
- Good written and oral communication skills.
- Good methodical and organisational skills.
- Accurate with good attention to detail.
- Knowledge of the following applications/software packages: MS Office - Word, Excel, Outlook.
- Knowledge of Microsoft Dynamics and Virtual Cabinet preferred but not essential.
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.
