Business Operations Assistant
3 weeks ago
We are seeking a highly motivated Business Operations Assistant to join our team in Horsham. As a key member of our administrative team, you will be responsible for providing operational support to Financial Advisers.
Your Main Responsibilities:
- Support Financial Advisers with administration, client liaison, and CRM systems.
- Draft and proof-read documents, client correspondence, and presentations.
- Update client records, maintaining CRM accuracy, and decipher policy information to input it into the system.
- Onboard new clients to the CRM and complete illustrations and applications for new business.
- Maintain accurate computer records, including client data and CRM information.
Requirements:
- Prior experience in Financial Planning or a related field.
- Flexibility and adaptability to meet changing demands.
- Excellent written English, numeracy, and analytical skills to effectively communicate with clients and colleagues.
Salary Details:
The salary for this role is £32,000 per annum.
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