Administrative Support Role
We are seeking a skilled and motivated individual to provide exceptional support to our financial advisors.
Key Responsibilities
* Provide administrative assistance to ensure seamless team operations.
* Review documentation for accuracy and compliance with contractual requirements.
* Manage client data using our Customer Relationship Management (CRM) system.
* Assist with insurance and pension administration for an extensive client base.
* Liaise with Life Assurance and Pension companies to manage client cases effectively.
* Collaborate closely with financial planners and colleagues to deliver excellent service.
* Ensure compliance with regulatory requirements and internal policies.
* Respond to queries promptly and professionally.
Ideal Candidate
* Minimum 2 years experience in an administrative role, ideally in financial services.
* Excellent organisational skills and strong attention to detail.
* Proficiency in Microsoft Word and Excel.
* Experience with CRM or data management system an advantage.
* Strong verbal and written communication skills.
* Ability to work independently as well as collaboratively within a team.
* A proactive approach, with a willingness to learn and contribute innovative ideas.
* Knowledge of financial services and/or QFA qualification a distinct advantage.