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EXLEY FINANCIAL PLANNING is looking for employees for positions:
administrator
administrator
Requirements
strong team player with a collaborative mindset
high level of attention to detail and accuracy
professional and empathetic in client interactions
flexible and committed to continuous development
attention to detail is essential
experience of following and applying systems and processes
excellent interpersonal skills, both written and verbal
ability to multitask, prioritise, and manage workloads independently
Responsibility
assist in reviewing and responding to emails
handle client queries via telephone and email, ensuring clear and professional communication
maintain accurate and compliant records of all client communications and related documentation
liaise with product providers to obtain quotes, illustrations, and product details
assist in ensuring adherence to FCA compliance standards and company policies
work collaboratively with us to provide seamless client support
provide administrative support to Financial Advisers, including processing new and existing business, preparing compliance documentation, and managing fund switches and client reviews