Job Information

This is a full-time role and duties, in addition to General & Specific below, will include:

 Liaising with the Office Manager, paraplanners and consultants to ensure continuity of service levels.

·         Liaising with the OM, to ensure priorities and deadlines are adhered to.

·         Reporting regularly to the OM with progress reports.

·         Training team members with procedures in order to meet and maintain standards.

·         Oversee the running of the office

General

• Comply at all times with the firm’s Compliance, Training & Competence, Complaints and Data Security policies / procedures.
• To ensure that the firm’s clients are treated fairly at all times.
• To work as part of a team alongside the paraplanners and consultants to provide clients with a professional ongoing financial planning experience.

     Specific

·         To deal with telephone/email/post enquiries.·         Sorting and distributing incoming post and organising and sending outgoing post.

·         Create and maintain filing systems / client files.

·         Arrange meetings / book appointments.

·         Update and maintain the firm’s records and registers, as required.

·         Update and maintain the firm’s diary system.

·         Submitting new business. 

·         Compiling invoices.

This a full time role 8.30-5.00 one hour for lunch with excellent benefits.

Please apply on-line or contact Cameron James for a full job description.