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In this role, you'll be at the heart of client relationships - managing day-to-day needs, ensuring smooth operations, and supporting Financial Consultants to provide exceptional service. You'll thrive in a fast-paced environment where attention to detail and professionalism make all the difference. If you enjoy building strong connections, solving problems, and creating a positive impact for clients, this is the perfect opportunity to showcase your skills.
Job Responsibility:
Handle client enquiries professionally and manage cases through to completion
Maintain accurate records, ensure FCA compliance, and liaise with providers for smooth processes
Prioritise tasks effectively to meet deadlines and exceed expectations
Support consultants with clear communication and assist with office procedures, post handling, and meeting arrangements
Contribute to a welcoming environment, including preparing refreshments when needed
Requirements:
Solid administrative background
Excellent attention to detail
Confident, friendly communicator
Self-motivated and adaptable
Comfortable with IT systems and databases
Professional, punctual, and presentable
Nice to have:
Ideally within financial or professional services
What we offer:
Competitive pension scheme with generous contributions
Additional leave for your birthday and Christmas
Financial support and study time for professional qualifications
Annual reviews and bonus scheme
Access to a confidential Employee Assistance Programme
Bright offices with a gym, showers, and a welcoming staff room
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