Support Team Member
5 days ago
This is an exciting opportunity to join a respected financial advice firm's support team, contributing to their growth and success.
You will play a critical role in providing administrative support, utilizing your exceptional organizational skills and attention to detail to drive results.
- Prepare and process business documents for new and existing clients, ensuring timely and accurate completion.
- Provide administrative support to paraplanners and IFAs, facilitating seamless communication and efficient task management.
- Maintain accurate records of client information within the back office system, ensuring data integrity.
- Handle incoming queries from clients and external providers, responding promptly and professionally.
- E nsure all files are compliant with relevant regulations, adhering to strict guidelines.
- Liaise with providers to gather policy information, providing valuable insights to the team.
- 2+ years of experience in an administrative role within the financial services industry, preferably in a support function.
- GCSE Maths and English Language (or equivalent) - graded C or above, demonstrating strong foundational skills.
- Excellent written and verbal communication skills, with the ability to articulate complex ideas clearly.
- Attention to detail, ensuring accuracy and precision in all tasks.
- Experience in managing client expectations, maintaining positive relationships and resolving issues efficiently.
- D esire to learn and develop, with a willingness to take on new challenges and responsibilities.
- Ability to work independently and as part of a team, adapting to changing priorities and deadlines.
- Familiarity with MS products including Outlook, Word, and Excel, with proficiency in using these tools to manage tasks and data.
- Prior experience working with Intelliflo Office & provider platforms, a significant advantage in this role.
- A basic salary of £34,000 per annum, reflecting your value to the team.
- Bonus scheme, providing opportunities for additional earnings based on performance.
- Flexible working structure, allowing for a better work-life balance and increased productivity.
- Social opportunities throughout the year, fostering camaraderie and team spirit.
- Exam funding and support, enabling you to develop your skills and expertise.
- Progression opportunities into different areas of the business, recognizing your potential for growth and advancement.
- Generous annual leave allowance, offering time for rest and relaxation.
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