Job Description
Initially:
- Handling incoming and outgoing telephone calls to clients and administration centres. Deal with queries arising from these calls.
- Post in and out. Scanning and forwarding to relevant parties
- Attending Practice meetings and taking minutes
- Accurately prepare valuations and other paperwork for advisers to take to client meetings
- Proactively contact existing clients to arrange annual review meetings and keep accurate records of contact
- Support the other members of the administration team in the pursuit of their duties.
- Run periodic marketing campaigns (e.g. Christmas Cards or ISA campaign) using Excel and Word.
- Submit Application Forms and associated paperwork to administration centre either manually or electronically as required
- Write summary letter to clients following review meetings
- Use I.T. systems to facilitate client fund switch requests
When qualified:
- Above duties and Support Technical Consultant with accurately documenting the advice process.
Personal Qualities :
Friendly, Discrete, Outgoing, Confident, Team player, Resilient
Skills Required :
- Excellent communication skills both telephone and face to face
- IT skills to include Excel and Word
- Candidate must be discrete and not share sensitive client information
- High standard of Literacy and Numeracy
- Strong attention to detail
- Confident, courteous and diligent
- Resourceful and able to use own initiative
Future Prospects :
Progression to level 4 qualification and, for the right candidate, the possibility of becoming an adviser in the future.
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