Office Support Specialist
4 days ago
About The Role
">We are seeking a bright and conscientious individual to join our team as an Office Administrator. This is an excellent opportunity for someone looking to start their career in the financial planning industry.
">Main Responsibilities
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- Client Valuations: Preparing client valuations by gathering details of client holdings and updating the database accordingly.">
- Fact Finds: Scanning and inputting all Fact Finds completed by the Advisers into the Back Office system.">
- Database Maintenance: Setting up new clients in the Back Office system and inputting client financial plans. Occasionally meeting and greeting clients.">
- Fee/Commission Entry: Inputting figures from providers' statements into an Excel spreadsheet.">
- Ad Hoc Duties: Any other duties as directed by the Business Manager and/or Directors.">
Requirements
">- ">
- A minimum of C grades in English and Mathematics at GCSE level.">
- A Levels or equivalent.">
- Knowledge of Word and Excel.">
- The ability to confidently communicate with clients and team members via phone and face-to-face.">
- Prior experience on the phone is essential.">
Benefits
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- Exam support.">
- Death in Service.">
- Health Cash Plan.">
Working Conditions
">This is an office-based role, working Monday to Friday, 09:00 to 17:00.
">We offer a competitive salary of £25,000 per annum, plus benefits.
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