Responsibilities
1. To deal efficiently with all day to day telephone and email enquiries from clients and providers.
2. Sorting and distributing incoming post and organise and send outgoing post.
3. Create and maintain effective filing systems / client files.
4. Update and maintain the firm’s client database as required.
5. New business processing and application submission.
6. Liaising with product providers and mortgage lenders, as and when necessary.
7. Assisting Advisers in the creation of client letters
8. Maintain a computerised customer database and ensure it is kept up to date.
9. Manage, organise and update relevant data using database applications.
10. Working within the firm’s financial guidelines all times: Compliance, Training & Competence, Complaints and Data Security policies / procedures.
11. To ensure that the firm’s clients are treated fairly at all times.
12. To work as part of a team alongside the firm’s advisers to provide clients with a professional ongoing financial planning experience.
13. Attend training and to develop relevant knowledge and skills.
14. Provide administrative support to up to three advisers
Critical Skills
15. Excellent written and oral communication skills.
16. Methodical and highly organised.
17. Computer literate and good typing skills.
18. Accurate with good attention to detail.
19. Problem solving
Critical Knowledge
20. Knowledge of the FCA’s and the firm’s record keeping requirements.
21. Basic knowledge of the financial services sector.