Join us

Location:  Taunton Office

Role reports to: Financial Services Director

Key Purpose

You will be a key member of the team in its day-to-day performance.

You will be focused on delivery of work in line with daily tasks and are responsible for ensuring that our advisors and clients receive the best administration support; proactively searching for opportunities to add value. You will also utilise and further develop your skills to assist your less experienced colleagues to harness a culture where the team continually thrive.

To be an ambassador of the firm’s values.

Key Objectives  

• Good working knowledge of key software.
  • Ensuring knowledge is always kept up to date.
  • An understanding of how to complete and keep up to date key data and reporting utilising the current back-office systems of IO and VC.
• Respond to Advisor/client queries promptly.
• Build on technical training to provide specific and accurate responses to queries raised by Advisors, colleagues, or clients.
• Vocalisation of any issues arising or ideas/solutions that will help the firm promote its core principals or working practices.
• Actively explore the opportunities available to get involved with work in other service lines or offices. This can include participation in the firm’s steering committees or advisory groups.
• Seek involvement in projects to develop internal processes.
• Take an active role in team meetings and discussions.
• Complete ownership and timely completion of your own work/tasks with effective reporting and communication with your peers.
• Accurately maintain client files via VC.
• Consistently demonstrating going the extra mile for Advisors/clients to exceed their service expectations.
• Maintain your technical knowledge.
• Assist with administrative duties as required by the firm.

Key Skills & Competencies

• Good personal motivation, organisational skills, and the ability to manage/complete.
•  your own workload.
• Flexibility and approachability under pressure.
• You must be proactive, tenacious, and always show initiative.
• Good attention to detail and a high degree of accuracy.
• The ability to communicate confidently, clearly, and effectively at all levels including ensuring the Advisor is aware of any client issues.
• The ability to work closely with other members of the team and management team.
• A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to Advisors/clients.
• A high level of professionalism to deliver Advisor/client service excellence.
• The ability to build excellent relationships with all colleagues through role model behaviour in line with the Firm’s culture and strategic objectives.
• The ability to multitask and meet deadlines when required.
• Effective time management.
• To understand when it is necessary to escalate either technical or client experience issues to the senior member of the team.

Key Knowledge & Behaviours

• Planning and organisation.
• Self-motivation.
• Flexibility and adaptability.
• Excellent client service.
• Familiarity and an understanding of the relevant statutory compliance issues affecting the Firm including, GDPR, Money Laundering and the Health and Safety at Work Act.
• Professional, personable, presentable, and punctual.
• Good technical knowledge of Client products.
• Organised, accurate, and able to plan the use of time efficiently.
• Timely execution of all new business.
• Maintain good practice with clearing daily task lists.
• Continually update the client filing into VC.
• Strong interpersonal skills in dealing with Advisors, clients, team members and colleagues.
• Excellent communication skills.

Qualifications

• Not required.