Your new company
You will join a highly motivated team of individuals and provide business support to Financial Advisers and maintain the highest possible standards at all times. You will support the management team with admin tasks.
Your new role
The role will include: administrative support, compile reports and prepare agendas for client meetings.
You will act as a liaison/point of contact for clients and maintain client information on the CRM systems
Assist the Manager with any operational projects
What you'll need to succeed
You will be an organised individual capable of dealing with several tasks, have good analytical skills, an excellent standard of written and verbal communication.
The ability to build relationships is also essential.
This is a busy role, so you need to be able to prioritise your workload.
IT Literate - Back office systems and MS Office and Excel
You will have at least 2 years experience within Financial Services.
What you'll get in return
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