Our role is responsible for providing an effective and efficient administration service to clients and Financial planners.
The role key objectives:
•Produce accurate and professional client documentation on a timely basis
•Provide high quality administrative support to client, Planner and wider team
•Ensure all client documentation is dispatched accurately and in a timely fashion
•Actively contribute to the enhancement of front office procedures, processes and ad hoc projects
You will ideally have, however not essential:
•Previous relevant client services administration experience
•Good administration experience of the complete life cycle of processing client business
•A high standard of competency and knowledge of IT systems and software (Microsoft Word, Excel, PowerPoint) including provider websites for processing
If this is you, we look forward to hearing from you!