Job Description

About Us

Douglas White Financial Planning is a leading financial services firm specialising in providing tailored wealth management solutions to high-net-worth individuals, including professional athletes, entrepreneurs, and executives. With a client-centric approach, we aim to deliver personalised financial advice and investment strategies to help our clients achieve their long-term financial goals. Our experienced team provide exceptional service and expertise to our clients. We pride ourselves on our commitment to integrity, professionalism, and innovation in the financial services industry.

Role Overview

Douglas White Financial Planning is seeking a highly organised and detail-orientated Office Administrator, ideally with experience within a financial planning firm or other professional office. The ideal candidate will provide essential administrative support and assistance across multiple areas of the business to ensure the smooth operation of our office.

The ideal candidate for this role will have experience of working in a similar office environment but will be able to adapt to specific existing processes and standards.

Full ongoing support and training will be provided, however, the following core skills are required:

Ability to work in line with existing procedures and to follow established working routines.

Thoroughness and attention to detail.

Ability to work closely with others.

Strong communication skills, both verbal and written.

Confidence in contacting clients and providers to discuss circumstances or to request information.

IT experience and a good level of technical ability.

Key Administrative Duties & Responsibilities

General administration duties including:

o Handle incoming telephone calls dealing with client / callers queries where possible

o Manage email inboxes

o Post

o Maintain accurate client records

o Scanning and filing

o Effective correspondence drafting and client query resolution

Consistently provide a high level of service to clients to maintain and build relationships.

Contact clients to schedule review meetings, initiate and monitor the return of up-to-date client information.

Prepare client information in readiness for meetings

Ensure all post-meeting requirements are actioned promptly, including updating of databases and taking any follow up action as appropriate.

Assist with preparation & delivery of quarterly reviews.

Liaise with 3rd party providers to obtain information.

Support and work closely with colleagues.

Join our team and become part of a dynamic and rewarding work environment where your skills and talents are valued and appreciated. Douglas White Financial Planning is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Type: Part-time

Pay: From 12.71 per hour

Expected hours: 16 - 18 per week

Benefits:

Company events Company pension Financial planning services Free parking On-site parking
Work Location: In person