Company

BlackfinchSee more

addressAddressGloucester, Gloucestershire
CategoryCustomer Service

Job description

Blackfinch Group is an award-winning investment specialist. Built on over 20 years of investment track record, the name Blackfinch first came into being on the anniversary of Darwin’s birth, 12th February 2013. A trusted provider, we work in partnership with advisers. Our businesses cover tax-efficient solutions, early-stage investing, managed portfolio services, property financing and renewable energy. As an environmental, social and governance (ESG) investor, we work for a positive impact. We’re proud to be entrusted with over £750 million in assets under management.

Role Profile

This role will provide administrative support to the Distribution, Events and Client Excellence Teams. You will be providing a professional and courteous service to our external adviser clients and supporting the External Business Development Managers, through an efficient and structured approach.

Blackfinch are proud of the career progression opportunities available. This role could, in time develop into an Internal Business Development Manager role.

Key Accountabilities

  • Booking meetings, providing illustrations, escalating technical queries and following up on outstanding queries.
  • Keep Advisers up to date with our products, literature, practices and procedures providing high standards of customer service by completing meeting follow ups or providing relevant customer information to Advisers.
  • Supporting External Business Development Managers and Senior Business Development Managers with administrative tasks.
  • To gather data for strategic contact lists and for analysis by other Distribution Team members.
  • To support the Director, Distribution Operations and provide reports when required
  • To assist Client Excellence and the Events Manager when required.
  • To seek out ways to improve knowledge, skills and processes.
  • Working with our Events team

Personal Qualities

  • Will have a friendly and professional “can do” attitude with the ability to take the initiative when necessary.
  • You will have a high level of attention to detail and work in a structured and methodical manner.
  • To understand data and its importance on how it can be analysed.
  • You will have an excellent telephone manner and able to communicate in an engaging way on the telephone.
  • To work well in a hybrid environment (both in an office space and remotely).
  • Adaptable to change and positive when engaging in new or challenging situations.
  • Keen to support others with a variety of tasks and confidently engage with interlinked departments.

Essential Experience and Qualification

  • Good level of secondary education.
  • Previous office and administrative experience.
  • Previous experience of working with data and using Microsoft Excel
  • To either hold or be prepared to achieve during your first 6 months the CF1 or R01 qualification (on a sponsorship basis).
  • Previous Sales Support and/or data experience.
  • Experience working to Key Performance Indicators.

Please note, this role is based in the Gloucester office for 3 days per week, home based for the remaining 2 days.

If you believe you have the skills and experience for this role, we’d be interested to hear from you.

We reserve the right to close the vacancy early, should we receive sufficient applications.

Blackfinch is an equal opportunities employer that values diversity and welcomes applications from all suitably qualified persons regardless of their ethnicity, gender, sexual orientation, age, disability, religious practice or any other perceived differences. A copy of our Equal Opportunities Policy is available upon request.

Job Types: Full-time, Permanent

Salary: £27,500.00 per year

Benefits:

  • Childcare
  • Company car
  • Company pension
  • Cycle to work scheme
  • Free parking
  • Gym membership
  • On-site parking
  • Private medical insurance
  • Work from home

Schedule:

  • Monday to Friday

Work authorisation:

  • United Kingdom (required)

Work Location: Hybrid remote in Gloucester, GL3 4AH

Reference ID: BF-24-001

Benefits

Childcare, Company car, Company pension, Cycle to work scheme, Free parking, Gym membership, On-site parking
Refer code: 2968510. Blackfinch - The previous day - 2024-03-11 13:24

Blackfinch

Gloucester, Gloucestershire

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