Job Description

The successful applicant will assist the financial planners with all aspects of the client relationship to ease the amount of administration work they become involved in. This includes filtering calls, preparing for client meetings, processing new applications and all general client administration.

Candidate Description

• Good understanding of Microsoft Office including Word, Outlook and Excel

• Excellent written and verbal communication skills

• Keen to learn and enthusiastic

• Ability to work independently and prioritise workload accordingly