1. Job Type
At David Allen Financial Services we are committed to making people’s money work harder for them, providing a range of tailored and unique financial services to a variety of individuals and businesses. Due to the recent success of our current staff in their professional development, and due to the successful growth of our business and our client portfolio, we now have a number of Financial Services career opportunities available.
Aims and purpose of the job
To provide a high-quality customer and client-focused administration support service to the Financial Services Team, in full compliance with all financial services, statutory and regulatory processes, policies and procedures.To build supportive relationships with colleagues within the wider David Allen Group as well as with clients and providers to ensure that the financial services team can work collaboratively with other functions to identify new or developing client relationships.
Duties to Include
To take full responsibility for all work and tasks assigned to you.To maintain adequate stocks of necessary office supplies within the department.To deal with all incoming and outgoing post; to sort and file all correspondence in the back-office system.To answer the telephone within two rings in a polite and courteous manner and in line with company policy.To support the wider team with administrative tasks on a day-to-day basis, including the reconciliation of fees if required.To perform routine admin tasks as requested.To produce letters, invoices, forms and documents within agreed timescales.To prepare and submit relevant admin documents timely and accurately.To manage the accurate recording of information in the back-office system, including manual and electronic records, ensuring that all records are stored and processed securely and confidentially in full compliance with statutory requirements.To ensure all work produced is to the highest standard, in accordance with legislation.To plan, manage and prioritise your own workflow and productivity to ensure personal and team targets and deadlines are achieved.To assist the Team Manager to identify ways to improve and develop the departmental and back-office systems, ensuring streamlined and accurate processing.To arrange appointments with clients and manage team diaries and travel arrangements accordingly. To look after clients in a friendly and professional manner, acting as ambassador for the team when required.To collate information accurately from clients and providers via telephone, email and other sources as appropriate; and ensure it is directed to the correct personnel in a timely manner.To deal with all communications in a timely manner and ensure they are of a high professional standard using David Allen brand guidelines and templates.To maintain your own knowledge by attending workshops and further training as advised.To ensure your studies are up to date and that you pass any assessments at first attempt.To manage and meet the requirements of your apprenticeship standard within the relevant timescale.
In return for dedication and hard work we offer the following company benefits
Working for #TeamDA also brings with it lots of perks, from flexible working to help you manage your other priorities, to free financial advice and a great salary and package, as well as lots of opportunities to grow, develop and progress.
Great vision without great people is irrelevant, and our people really are the best. The best at what they do and the best at how they do it. And the great thing is, they keep striving to be even better! Our people, their skills and ambitions are as important to us as are our clients. We can’t deliver a great service without great people after all.