Administrator
2 weeks ago
My client is dedicated to improving the financial wellbeing of its clients by developing financial planning and investment strategies that meet their personal objectives.
Working as part of an administrative team you will play an active role in supporting both the paraplanners and financial advisers. With excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business,being someone who is driven and highly organised with a good attention to detail. You will assist in the processing of new business and the servicing of existing clients, adhering to strict FCA regulations and internal policy and procedure.
Relevant Skills and Knowledge ? The requisite knowledge for the role being undertaken including ability to use technology as needed ? Be working to or maintain a basic technical knowledge ? Knowledge and understanding of the firm’s record keeping requirements? Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures Individual attributes ? Being self-motivated, efficient, through and forward thinking ? Have a professional, proactive, andpositive attitude with an ability to multi-task ? Self-organised and able to prioritise workload to meet agreed deadlines ? Highly developed planning and organisational skills ? Excellent communication skills; both written and verbal ? Highly customer focused? Being a valued Team Player ? High Standards of accuracy and attention to detail ? Smart professional appearance
Desirable but not essential: ? Previous experience within financial services
This is a great opportunity to join a professional organisation who provide a supportive working environment
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Administrator
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