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Administrative Support Professional
2 months ago
**About Exchange Street Claims & Financial Services**
We are a well-established and reputable Independent Financial Adviser (IFA) practice, dedicated to providing exceptional financial planning services to our clients. As we continue to grow and expand our services, we are seeking an experienced and motivated Administrative Support Professional to join our team.
**Job Summary**
We are looking for a highly organized and efficient individual to support our financial planners in their daily activities. The successful candidate will be responsible for processing new business, managing provider relationships, and assisting with client meetings. This is an excellent opportunity for someone who is keen to learn and progress in their career, with a competitive starting salary of up to £35,000 and a range of benefits.
**Key Responsibilities**
- Process new business and manage client data
- Communicate with providers and manage relationships
- Assist financial planners with client meetings and presentations
- Provide administrative support to the team
- Contribute to the development of business processes and procedures
**What We Offer**
- A competitive starting salary of up to £35,000
- A range of benefits, including flexitime, free on-site parking, PMI, and pension
- Opportunities for career growth and development
- A dynamic and supportive team environment
**Requirements**
- At least one year's experience as an administrator in a financial planning firm
- Excellent organizational and communication skills
- Ability to work independently and as part of a team
- Keen to learn and progress in their career
