To provide financial planning administration and assistance for the Private Client Financial
To deal with queries from internal and/or external contacts and fulfil administration tasks to
support the requirements of the Team.
. To assist in providing Financial Planning support to the Private Client Financial
. To place instructions for client deals within agreed timescales ensuring timely
execution and to track deals and ensure all instructions have been carried out
. To accurately record and maintain client personal, investment and transaction data
on Intelligent Office
. To file paper and electronic files in accordance with our agreed standards to ensure
they can be accessed and/or retrieved in an efficient manner.
. Ensure prompt and effective communications with internal/external contacts in line
with our service level agreements
. To build and maintain positive working relationships with colleagues and key
. To investigate, resolve and/or escalate service complaints and enquiries within
internal and regulatory standards and to understand and apply these standards as
specified in procedural manuals
. To plan, organise and prioritise work activities to ensure targets and service
standards are met
. To develop and maintain a good understanding of a broad range of financial products
and associated legal and regulatory requirements.
. To act as a professional point of contact for internal/external contacts by ensuring the
majority of enquiries are dealt with at point of call. Where unable to do this, ensure
that the caller is satisfied that their enquiry is being followed up.
. To assist with the creation of client valuations, where required.
. Processing new business and tracking this through to completion, ensuring key
persons are kept informed on a regular basis
. Deal with daily post, emails and other communications
. Provide support for regular and ad hoc marketing initiatives
. Any other work of an administrative nature or project work to ensure the smooth
running of the business, including providing support for and to other Business
. Prior experience of working as an administrator/business support within an
Independent Financial Adviser office (desirable)
. Previous use of Intelligent Office (desirable)
. Demonstrates the ability to solve problems, by providing a range of solutions
. IT skills including use of Microsoft Office
. Good attention to detail
. Numerate and logical approach
. Good written and oral communication skills
. Professional approach to work, colleagues and clients
. Appropriate appearance for a 'Professional’ Office
. Enthusiastic and demonstrates a positive attitude towards change
. Adaptable to changing demands and priorities
. Able to work on own initiative and to deadlines but equally able to work as part of a
. Seeks opportunities to develop own skill
Diversity and Inclusion at Mazars
At Mazars diversity and inclusion are central to our values. We also recognise that being a diverse and inclusive organisation makes us stronger as a business.
We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age and disability. Mazars selects candidates based on skills, qualifications and experience.
We are open to having conversations about flexible working. Our client-facing professionals can often be required to travel regularly or may be based at client sites, but our approach to agile working can help achieve a lifestyle balance without compromising on client service.
We welcome applications from those returning to employment after a break from their careers.
Please CLICK HERE to download our benefits booklet
Please CLICK HERE to download the job description.
Mazars is all about people - we believe that each individual makes a difference to the Mazars culture. As an international firm with strong European roots, we are a melting pot of different cultures and disciplines. Diversity is one of our main strengths.
We are an international, integrated, transparent and independent organisation specialising in audit, accountancy, tax, legal, and advisory services. The Group has a presence over 80 countries and draws on the expertise of 17,000 professionals.
We all work within a culture of high support and high challenge at Mazars. We are not afraid to take on new and greater responsibilities. But we do this through encouragement - not pressure and competition.
Mazars LLP is an equal opportunities employer and all applications received by the firm will be considered by the firm on the basis of their merit alone and we welcome applications from all suitably qualified individuals regardless of background. All offers of employment will be conditional on the candidate having/securing the right to work in the UK and providing the firm with evidence of that right (as required by the Immigration, Asylum and Nationality Act 2006) prior to employment commencing.
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