Purpose of the role

To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management.

Skills and knowledge required:

• Deal with telephone, email enquiries.
• Assisting with onsite meetings.
• Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet.
• Preparing meeting packs for with relevant forms for client meetings.
• Updating stocks of compliance forms for use, as and when required.
• Submitting new business, as and when required;
• Processing new business applications, tracking and managing new business pipeline.
• Setting up model portfolios.
• Investing funds, switching funds, setting up regular buys/sells
• Preparing Valuations/Review Packs, as and when required;
• Liaising with Product Providers via telephone, email and online portals to obtain plan information.
• carrying out post review rebalances of portfolios, as and when required.
• Maintain a client database/CRM system (Curo).
• Assisting Paraplanning Team, as and when required.

Skills required:

• Good written and oral communication skills.
• Good methodical and organisational skills.
• Accurate with good attention to detail.
• Knowledge of the following applications/software packages: MS Office - Word, Excel, Outlook.
• Knowledge of Microsoft Dynamics and Virtual Cabinet preferred but not essential.

This is an excellent opportunity to work closely with the directors of a small and well regarded IFA practice and have a key role in driving the business forwards.