Assistant to Managing Director - London, United Kingdom - Bradbury Hamilton Ltd
3 weeks ago
Description
The Job requires you to support our Chartered Financial Planner in every aspect of Client related work in addition to other ad hoc administrative task:
- Book regular Client appointments
- Manage Appointment Diary
- Work in coordination building a strong team with another colleague in the same role.
- Liaise with Clients and prepare Client Fact find form prior to meetings.
- Prepare Client related Policy Summaries where needed.
- Ensure the backoffice system is always updated on new tasks
- Deal with every day Posts including scanning essential documents and commission statements.
Job Types:
Full-time, Permanent
Salary:
£25,000.00 per year
Schedule:
- Monday to Friday
Work Location:
In person
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