Financial Services Associate
3 weeks ago
Our client, a forward-thinking firm of Chartered Financial Planners, is seeking an experienced Administrative Professional to join their team. This role offers a unique opportunity to be part of a dynamic team that combines traditional financial planning with innovative technology.
As a key member of the team, you will be responsible for ensuring smooth operations and client satisfaction. Your contributions will play a crucial role in generating national enquiries for IFA services, contributing to the company's mission of delivering truly holistic wealth management solutions.
In this exciting role, you will have the opportunity to work closely with colleagues to deliver exceptional client service while utilizing cutting-edge tools, such as voice-activated dictation and meeting transcription software, to streamline workflows. If you are interested in building a thriving career in the financial services industry, we encourage you to apply.
The successful candidate will have some experience in a trainee administrator or paraplanner role, with strong skills in Microsoft Office, particularly Excel and Word. They should be eager to excel in the financial services industry, open to new ideas, and willing to take on new challenges. A fulfilling and dynamic role awaits you
Aims and Objectives:
• Ensure smooth operations and client satisfaction
• Generate national enquiries for IFA services
• Act as the first point of contact for clients, addressing queries, and ensuring they receive exceptional service at every stage
• Manage client files, processing paperwork, and maintaining accurate records to support financial planning processes
• Embrace and use cutting-edge tools, including voice-activated dictation and meeting transcription software, to streamline workflows
About Us
We are a well-established firm of Chartered Financial Planners with a bold vision: to build a modern financial planning practice powered by cutting-edge technology. Our collaborative approach connects financial services with professionals in family law and taxation to deliver holistic, long-term wealth management solutions.
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