Job Information

This role is a 100% work from home role, therefore applicants must be comfortable with remote working.

Duties to include:

• Diary management to include booking and preparing for meetings
• Liaising with clients
• Management of back office systems
• Dealing with incoming / outgoing post
• Withdrawals and encashments
• Managing our CRM
• Dealing with death claims
• SIPP / SSAS administration
• Letter of authority production and submission
• Transfer of agency requests
• Preparation of valuations
• Liaising with product providers

Key attributes

• Highly organised
• Ability to self-manage
• Work and communicate effectively with a team of peers
• High level of attention to detail
• Good written and verbal communicator - able to draft letters without the use of templates
• Flexible outlook on moving between tasks quickly and efficiently

Prior experience in financial services is required, ideally with SJP.

Relevant professional qualifications would be desirable but not essential.