Exciting opportunity has arisen with a company who has seen significant growth and had their most successful year through 2020 during the pandemic. The firm embraces technology and are looking to grow their social media presence throughout 2021 and beyond to engage with a new audience of client.
Within the practice sits six fully qualified Financial Planners (three of whom provide financial advice and three who work as Paraplanners to support the advisers).
This is a business that believes in employee development and support career progression both with academic and work-based training.
They have an entrepreneurial mindset and seek candidates who are committed and focused to achieve a successful long-term career within the practice.
With further growth projected for the future, this is a great opportunity for the long term, you will grow with the business supporting a team of Financial Planners and Paraplanners and the Administrative team in the running of the office.
You will provide efficient administrative support to the Advisers within the practice in respect of the business generated and the servicing of existing clients. You will produce all the relevant paperwork for the client, on behalf of the Adviser, including (but not limited to), quotations, advice, illustrations, and valuations as well as processing all new business documentation in accordance with the agreed service and quality standards.
You will handle queries from clients and third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.
Your role will include: -
This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative. You will have exceptional communication skills and be highly organised with an excellent eye for detail. You will have the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work.
You must have the ability to work on a high volume of tasks during a day and to be a strong organiser who is capable of prioritising and maintaining their own workload.
Location: Woking, Surrey
Salary: £28-35,000 for an experienced Administrator or £20-24,000 for a Graduate
Hours: 9am - 5pm Monday - Friday
Holiday: 25 days (including 6 days at Christmas)