Business Support - Financial Services

Recruiter
ThatRecruit.com
Location
Sunningdale
Salary
19000.00 to 24500.00 Per Hour
Posted
03 Aug 2017
Expires
31 Aug 2017
Contract Type
Permanent
Hours
Full Time
The Business Support role is a very important position. There are various different aspects of the business that require essential support to ensure that everything runs smoothly and client expectations are always met in line with our service proposition.

The Business Support role can be broken down into 5 main areas:
A. Practice Manager & Office Support
B. Prepare Annual Reviews, updating Client data system, scanning & follow up action points
C. Process of New Business
D. Para Planner Support
E. Director & Marketing Support

Key skills/Experience required

-Basic understanding of the Financial Planning process
-Ability to achieve agreed outcomes without supervision
-Prioritise and plan own workload
-Organise and support Financial Planners and Para Planners
-Attention to detail and accuracy
-Ability to multi-task and be reliable
-Good IT skills
-Ability to work independently and as part of a team
-Be adaptable as processes and procedures change

Desirable
-Broad knowledge of financial services world

Desirable
-Level 3 qualification in Administration, i.e. Award in Financial Administration, Certificate in Investment Operations
-Level 3 qualification in Financial Services, i.e. Certificate in Financial Planning or Certificate in Financial Services

To be considered for this role, please apply today.