Personal Assistant

Locations:

Onsite – Westerham office

Summary:

We are seeking a highly motivated and organised individual to join our team as a Client Support within our Support Department. The successful candidate will provide comprehensive administrative support to a team of financial advisers, ensuring we have the tools and resources needed to deliver exceptional service to our clients.

Responsibilities:

• Provide high-quality administrative support to a team of financial advisors.
• Manage client appointments, schedules, and paperwork.
• Developing and maintaining strong relationships with clients, colleagues, and third parties.
• Preparing client packs and paperwork prior to/after meetings, including requesting valuations.
• Obtaining specific policy information from product providers and third parties via email, telephone, and online.
• Collaborating with Centralised Administration to ensure timely receipt of information.
• Prepare and maintain client financial plans using IO and PFP software.
• Understand cashflow analysis and financial planning advice to clients.
• Complete and audit Portfolio Reviews
• Complete and audit New Business Submission
• Complete and audit Post Sales Tasks
• Ensuring compliance with documentation requirements.
• Track progress and identify areas where advisers need additional support.
• Maintain up-to-date client lists.
• Build relationships with product partners.
• Train others on new products and processes
• Initiate workload from client and adviser actions. Ability to prioritise and manage multiple tasks simultaneously.
• Commit to personal development.

What skills and knowledge are we seeking?

• Strong attention to detail.
• Excellent telephone etiquette, actively listening and asking questions to clarify understanding. Excellent communication and interpersonal skills
• Effective time management and prioritisation skills. Ability to work well under pressure and meet deadlines.
• Cooperative and effective teamwork to accomplish tasks and achieve targets.
• Building and nurturing positive relationships internally and externally.
• Treating others with respect and remaining approachable and friendly.
• Proactive and engaged approach.
• Proficiency in using Microsoft Office and online Platforms.

Additional attributes that would be beneficial, but not essential for the role:

• Desirable experience using Intelligent Office.
• Minimum of two years’ experience in the financial services industry with an IFA or wealth management company.
• Strong understanding of financial concepts and products
• Strong team-oriented mindset and a desire to contribute to the development of others.