Short Company Profile:
Established in 2012, the Beaufort Group of Companies is a leading provider of retail financial services advice and products. With offices throughout the UK, the Group delivers high-quality financial planning and investment services through its subsidiaries, Beaufort Financial and YOU Asset Management (YOU).
Beaufort Financial is a nationwide partnership of IFAs offering sophisticated and transparent financial advice to private companies and individual clients
Role Responsibilities, Principal Objectives & TCF
New Client Onboarding, Novatians and Agencies
Competenticies and behaviours required
Communication: Ability to communicate with all levels of the organisation, including Directors, Senior Management, internal & external partners, Advisers and support staff. High level of attention to written communications and numerical detail.
Teamwork: Ability to collaboratively with others and to delegate across multiple departments to ensure the smooth and timely delivery of onboarding.
Problem solving: Highlighting and pre-empting problems and offering solutions proactively & objectively. High level of problem solving and troubleshooting skills.
Self-management: Self-motivation, initiative, organisation, and accountability are key to this role.
Planning & organising: Essential – manage the priorities given and meeting various internal, external, and regulatory deadlines.
Technology: Must maintain a high level of computer literacy. Knowledge of the following highly beneficial and be willing and able to learn to use new systems & technology efficiently.
Software – Office 365/OneDrive, Microsoft Windows, iOS, and Android Operating Systems, Microsoft Office (particularly Word and Excel, Mail merge, PowerPoint), Cloud Solutions , Intranet, Helpdesk
Hardware – PC and Laptop, Telephone
Learning: Preferred: Familiarity with a regulated environment is desirable.
Essential: Excellent communication and presentation skills, strong phone contact handling skills and active listening, ability to identify learning gaps in self and suggest solutions to fill those gaps. Ability to identify and carry out process enhancements and improvements.
Experience: Previous experience in office admin essential. Working knowledge of Intelliflo an advantage.