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Financial Services

Cirencester

11/10/2021

Type of Position: Business Assistant
Pay: £26-30k

Business Assistant

Our client is looking for a talented Business Assistant to support their highly successful Financial Advisor across all areas of ongoing business management and client liaison.

Key Responsibilities:

  • Responsible for all diary and email management required by both Advisers (a Junior Adviser is planned to join within the next twelve months). 
  • Client contact, including meeting booking, gatekeeping administrative queries and acting as the client’s first point of contact. 
  • Business submission, tracking new business cases from the client recommendation stage, through to investment and completion.
  • Liaising with the in-house team of analysts and external administration centres to ensure that every detail is correct for the client and the advice given.
  • Ensuring the regulatory CRM system is maintained at all times in line with compliance requirements.
  • General administration and meeting preparation.

The ideal candidate will have:

  • Excellent attention to detail
  • Be able to communicate verbally, via email and in written format to the highest level
  • Have a friendly and approachable telephone manner
  • Enjoy working with and supporting a team of people in similar roles
  • Be confident to push for excellent client outcomes and tackle any problems head on in an open and calm manner
  • Have incredibly high standards for record keeping and be patient enough to ensure duplication of notes is made where needed so that we meet our compliance requirements and provide a tailored service to the Adviser’s own preferences
  • Enjoy working in a friendly rural office with a small company feel
  • Be an independent worker but flexible to adapt to the Adviser/s needs when their priorities take precedence
  • Be highly competent in the use of Microsoft Word, Excel, Outlook, some experience with Foxit or Adobe and CRM systems would be an advantage

Benefits of the role:

  • A competitive salary
  • Annual discretionary bonus
  • 28 days holiday (including bank holidays) plus an additional day per year for ongoing service
  • Company pension enrolment
  • A relaxed and informal working environment where personal development is promoted alongside role fulfilment
  • A sociable team with regular company get togethers
  • Working in a large open plan office surrounded by countryside where you can bring your dog to work if needed! 
  • The opportunity for personal development through structured training programmes or paid for exams to achieve advisory qualifications

If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk  

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