Financial Planning Assistant

2 weeks ago


Stonehouse, Gloucestershire, United Kingdom Dawn Consulting (Sw) Limited Full time
Client Services Executive

We are seeking a highly organized and detail-oriented Client Services Executive to join our team at Dawn Consulting (Sw) Limited. As a key member of our financial planning team, you will provide administrative support to our financial planners, ensuring seamless delivery of services to our clients.

Key Responsibilities:

  • Provide administrative support to financial planners, including data entry, document preparation, and record-keeping.
  • Assist with client communication, including phone calls, emails, and correspondence.
  • Maintain accurate and up-to-date records of client interactions and financial plans.
  • Contribute to the development of client relationships and identify opportunities for growth.

Requirements:

  • Excellent organizational and communication skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Proficiency in Microsoft Office and other software applications.
  • Strong attention to detail and ability to maintain confidentiality.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.


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