Financial Services
5 months ago
An Independent Financial Adviser based in Diss, IP22 4GT is actively seeking a new PA/Office Administrator. You will be reporting directly to the Director, where you will be working on all aspects of new and existing clients.
This is a wide and varied role, with many competing tasks and demands.
Your role will include
Obtaining relevant documents and research, processing new business, including annual reports and new business reports.
Scanning of all documents, maintain an accurate filing system, update all aspects of client files both paper and electronic including valuations and changes in circumstances.
Contact clients and providers where necessary to chase or obtain information.
Produce all the relevant paperwork for clients and to prepare for meetings.
Answer all incoming phone calls and take messages. Maintain the client review diary system and organise client review meetings.
You must have the ability to work on your own, manage your own workload and be able to work on your own initiative to resolve queries.
Attention to detail and accuracy is expected and a desire to further yourself in financial services.
Some experience in the Financial Services sector is desirable.
Knowledge of Pensions and Investments would be useful as well as knowledge of the Intelligent office back-office system, dynamic planner, O&M pension profiler. However, training will be provided.
A good working knowledge of MS Office 365 is essential.
If you do not hold CII qualifications, an apprenticeship or in house training and subsidised learning can be offered to help further your career
Benefits include - Private Health Insurance, Pension, free onsite parking, training package
Based on the part-time salary of £10,800 to £12,960 it is equivalent to the full-time (40hrs) pro-rata salary of £26,000 to £31,200
**Job Types**: Part-time, Permanent
**Salary**: £10,800.00-£12,968.00 per year
Expected hours: 18 per week
**Benefits**:
- On-site parking
- Private medical insurance
**Experience**:
- Financial services: 1 year (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
Expected start date: 01/03/2021
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