You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:
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Good working knowledge of IO and Platform.
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Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
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Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
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Management and prioritising workloads.
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Excellent planning, organisational and multi-tasking abilities.
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Analytical and problem-solving skills.
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Flexibility/adaptability to cope with change.
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Excellent communication skills at all levels.
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A team player with a positive attitude.
