EBI is an award-winning technology-based discretionary fund manager that runs evidence-based, passive investment portfolios on behalf of financial advisers. We have been working with financial advisers from around the country since 2010, having grown to now manage nearly £4 billion in assets from over 12,000 investors.
What You'll Do:
* Organise and prioritise enquiries received to the company's shared mailbox.
* Schedule tasks, meetings, and telephone calls using the company's CRM and Microsoft Outlook.
* Ensure queries are answered in a timely manner, with appropriate responses, and consider customer vulnerabilities.
* Process client applications, ensuring incorrectly completed applications are reported to a Client Relations Manager.
* Support client meetings/appointments, including arranging venues, marketing, hospitality, and refreshments.
* Maintain accurate client records on the company's CRM and workspace systems.
* Assist the sales team with new introductions, arrange meetings, perform due-diligence checks, on/offboard clients, and log correspondence.
* Handle office administration, including ordering stationery/supplies, filing, photocopying, printing, and managing reception.
* Organise and maintain internal folders.
Skills You'll Have:
* Organisation
* Communication
* Customer service
* Teamwork
What You'll Get In Return:
* Competitive salary and annual bonus
* 25 days annual leave, rising to 28 days with long service
* Private medical cover
* 10% pension contributions
* Preferential staff account rates within EBI's Portfolios and on the Parmenion Platform
* Cycle scheme and electric vehicle leasing
* Three volunteer days annually
* Progression opportunities in a growing business
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