About

My client is one of the county’s leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none.As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the addition of a senior, experienced professional, due to the retirement of a long standing staff member.Key RequirementsPersonable, client focused, good at relationship building.Ability to prioritise your own workload.Good organisational skills with a strong eye for detail (essential).To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business.The administration of new and existing life, pension and investment business.PA support to your assigned Financial Planner.Understanding of the provision of advice to clients in a compliant manner as detailed in the Company’s Manuals.Assist Financial Services Manager with tasks/projects as requiredSupervising, training and monitoring administration team members as and when required.Thinking outside the box, good problem solving skillsRole Main DutiesProactively make suggestions and assist in setting new processes/procedures to improve efficiency and knowledge within the teamProject management, as requiredDealing with day-to-day queries from staff and clients to help ensure competency within the team.The preparation of files for appointments.Detailed knowledge and understanding of the Company’s record keeping requirements to ensure files meet com