Job Information

The client communications administrator will support the advisers and paraplanners ensuring the efficient production of client review packs, processing of new business and managing all activity relating to the marketing and communication campaigns for the company.

Duties include

• Providing professional customer service to new and existing clients via telephone, email and face to face when required
• Using financial planning software to create, record and update client records and ensuring these are kept up-to-date including GDPR
• Communicating and liaising effectively with external product providers as and when required, to obtain policy specific information
• Preparing client valuations, application forms and meeting documentation for annual reviews
• Processing of any meeting follow up work including fund switches, withdrawals
• Handling all aspects of social media
• Company website updates, assisting with the content and ensuring this is fit for purpose
• Manage marketing strategies and campaigns for existing and prospective clients
• Assist with event planning and communication projects
• Manage smaller pieces of work to completion, either standalone or as a part of larger project to support achievement of business objectives
• Other administrative tasks for the various departments and the wider team as required
• Continue to develop knowledge and understanding of any change in legislation and processes, internally and externally, which may impact your role

Candidate Profile - Essential criteria

• Must have Financial Planning Administration experience (minimum 12 months)
• Have a good knowledge of mail merge campaigns, marketing and willingness to learn about service offerings
• Able to use all Microsoft systems such as word, excel and publisher
• Good organisational skills and the ability to manage and prioritise workload under pressure and work to deadlines
• Ability to work independently with self-motivation, and as part of a team.
• Good communication skills - written and verbal
• High level of attention to detail
• Enthusiastic and willing to learn

Desirable Criteria

• Experience using Intelligent Office
• Marketing and social media experience

To receive further details on this role please contact Duncan McIlroy TODAY. To apply for this vacancy please email your CV.