This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career.Hours: 5 days per week Monday to Friday - 9am until 5pm Salary; £24,000 Contract type: Permanent Benefits; 1.30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)2.NHS Top up Medical Cash Plan (increasing with length of service)3.Gym membership4.Free onsite parking5.Bike to work scheme 6.Exam support and funding7.Inhouse development path for those that want to develop throughout the various roles 8.Team socials Role purpose: An exciting new opportunity has arisen, and the role will be in the Client Servicing team providing admin support to the business's Financial Advisers and wider business. Key Duties and Responsibilities:Prep of meeting packs (new and review)Completion of Annual Review letters within timescale Completion and updating of client personal information and details Completion of Fund switch letters within timescaleCompleting client change requests in contributions/bank details/addresssDiary ManagementAppointment booking via telephone and emailReview and overdue meeting managementAdding leads and prospects to the systemWithdrawals taking client instruction and completing security checks Online access registeringPre population of client information in various key documentsID & anti-money laundering checks Logging documentation on an internal serverClient meeting remindersPreparation of welcome packs/sendingCertifying docsPolicy services request for information Calling third-party providers for informationScanning and processing incoming post Answering of incoming office calls Supporting with any broader general office support Supporting with client generic queries Person Specification:Genuine interest in Financial ServicesConfident phone manner and dealing with clientsKeen to develop and learnHigh level of attention to detailHighly organised and works with a proactive attitude Excellent written and verbal communication skillsExcellent IT SkillsApproaches work positively with a can-do attitude and take responsibility for own tasksManages time effectively and can work within set timescales Works well as an individual and as part of a large teamThis is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career.JBRP1_UKTJ