Job Description
ABOUT US
We are a Chartered Financial Firm based in Hambledon and Petersfield, dedicated to providing holistic financial planning for our clients.
We were founded in 1990 by Chris de Mellow with a simple goal—to provide accessible and easy-to-understand financial planning that looks after clients and their loved ones. Our family-focused ethos is reflected in every aspect of our financial advice, services, and support.
As a family-run business, we appreciate the importance of a steady, reassuring, and guiding hand and treat our clients as extended members of our own family. We understand the importance of long-term security and reassurance and work with our clients to ensure that they and their loved ones are as prepared as possible for
any eventuality.
ABOUT THE ROLE
This is a full-time role as a Financial Services Administrator at de Mellow & Co. As a Financial Services Administrator, you will be responsible for various day-to-day financial planning and administration tasks. This is an on-site role located in Petersfield.
The key responsibilities include:
* Responding to new/existing client queries received via phone and email.
* Updating the Salesforce system with all appropriate information (including the creation of client records).
* Booking client meetings and completing appropriate meeting preparation.
* Actioning meeting notes provided by the adviser and, where appropriate, any follow-up actions.
* New business processing and business submission.
* Support to all advisers on client servicing activities.
* Completion of all tasks allocated via Salesforce, including ad hoc tasks.
* Preparation and follow-up on regular client reviews.