Administrative Assistant
2 weeks ago
Financial Planning Assistant Role
This role involves providing high-quality support to clients, Private Wealth Advisers, and the Head Client Relationship Manager. You will engage with clients, develop long-term rapport, and provide proactive support.
Key Responsibilities:
- Engage with clients and be their first point of contact
- Develop long-term relationships with clients
- Provide support to clients, Private Wealth Advisers, and the Head Client Relationship Manager
- Perform administration tasks, including XPLAN data management and client report preparation
- Manage client correspondence and adhere to internal procedures
- Assist with key projects and provide ad-hoc reception coverage when needed
Requirements:
- Excellent communication and interpersonal skills
- Ability to work under pressure and meet deadlines
- Proficient in Microsoft Office Suite
- Able to operate in a collaborative team environment
Benefits:
- Opportunity to grow and develop your career
- Chance to make a positive impact on people's lives
- Flexible working arrangements
About Us:
We are a leading financial wellbeing organisation that helps people feel good about their money. We value our employees and offer opportunities for growth and development.
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