Career

We are a UK company with client support operations in South Africa adding additional people to our team. You want to earn a decent wage in a Financial Planning company. We need people with high attention to detail, a willingness to learn, and who are tech savvy (e.g. you are comfortable working on computer systems). This is a fantastic opportunity to join our UK based firm.

About the role

Crucial to every step of the client journey, you will support our business with strong administration of our processes that result in great client outcomes. You will become an expert on our products and providers and learn our systems. It is a great career step to have a UK financial services firm like ours on your CV. Your role is not just support, it’s about building trust and delivering exceptional service at every touchpoint.

Attributes

• An interest in financial products: pensions, investments and insurance.

• Fast learner who will suggest better ways of doing things.

• Tech savvy, carrying out work on cloud based systems is something you enjoy.

• Good communication skills. Comfortable with numbers, and highly organised.

• Want to do a good job and be appreciated for it.

• Want to be part of a team that works on a shared journey – employing nice people matters to us!

• Preference will be given to people who have previously worked in office based roles in accountancy or financial services (either full time or as part of a degree).

Accountabilities

• Administrative support to all admin Hubs throughout the UK.

• Maintain client records using our CRM system.

• Support Financial Planners with annual client reviews, by preparing client valuations.

• Liaise with internal and external contacts and clients by phone and e-mail.

• Where guided, implement company updates on relevant products for legislative and technical changes.

• Accurately maintain and update client records and financial data.

• Support projects to improve the consistency of data held in our systems.

• Support us in deploying new faster processes to support our UK based teams.

Skills and Experience

• Strong administrative skills and attention to detail.

• Understanding of financial services products and processes.

• Working knowledge of XPlan or Intelligent Office or other financial services database/CRM is desirable (full training provided).

• Intermediate Excel skills - V:lookups, Pivot tables.

• Excellent written and verbal communication skills.

• Outstanding attention to detail.

Other notes

We provide 22 days holidays in addition to 8 UK Bank Holidays to ensure you get to work hard and get some well deserved time off. You will be part of our South African support team and this is an exciting time to join our firm.

Our agile working environment means you'll have the opportunity to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally.