Posted in: Finance in South East England | Posted: |
Working for our fantastic client in their Dorking office, this role is focused on providing support to the Financial Adviser whilst developing your career through studying to achieve The Award in Financial Services (administration modules) or Financial Planning Certificate.
* Up to £26,000
* Private medical insurance
* Career progression & study support
Job Description:
* Preparing paperwork and documentation to produce a detailed client meeting pack
* Keeping CRM systems up to date and liaising with external providers for information
* Liaising with administration centres regarding client transactional fund information
* General administration duties; answering telephones, client enquiries, correspondence,
* Diary management, managing meeting note actions
* Investigate queries raised by advisers
* Ensuring that the file is fully complete as per advice guidance notes prior to submission to paraplanner
* Covering Reception, greeting clients
* Carry out start and end of day of business premises
* Develop and maintain professional relationships both internally and externally
Person Specification:
* Good standard of education including GCSE English & Maths grade 4 or above (or equivalent)
* Good understanding of the financial industry
* IT literate
* Well organised, methodical with excellent attention to detail
* Prepared to take responsibility for own tasks and prioritise workloads
* Prepared to study to achieve The Award in Financial Services (administration modules) or Financial Planning Certificate
Additional Information:
* Based in Dorking
* £23,500 - £26,000
* 21 days holiday rising to a max of 25
* Pension scheme
* Private medical Insurance
* Death in Service 3x Salary
* Income protection
* Monday – Friday, 9.00am – 5.00pm
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer