Financial Planning Support

4 weeks ago


Haywards Heath, United Kingdom Professional Placement (Southern) Ltd Full time

We are recruiting for a brand new client that is based on the out skirts on Haywards Heath

The role is working within a busy team supporting the IFA's and 2 paraplanners. This role has become available due to a new office opening and the business is seeking additional admin support.

The role:

- Open and distribute the post
- Answering phone calls and passing on messages to the Admin and Advisers
- Assisting with booking annual reviews with clients
- Preparing client packs for annual reviews and ad-hoc meetings
- Build relationships with the clients and assist with queries
- Processing and managing letters of authorities and chasing the providers for the information
- Setting up internal meetings when requested by management
- Assist with seminars preparation where required
- Any other duties deemed appropriate

What you need to apply:

- We are ideally seeking someone who has worked within an office or similar environment; however, we are open to College or University Graduates that maybe seeking the first role after Education.
- Excellent verbal communication skills - telephone and written word
- Very good understanding of Word, Excel and Outlook
- Time management
- Organisation and prioritisation
- Attention to detail
- Experience working in an administrative or team capacity



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