Date posted:
Job type:
Full time
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Established in 2012, the Beaufort Group of Companies was created to address an increasing need for retail financial services advice and products. Our aim is to deliver sophisticated financial planning and investment management to individuals and companies in a transparent and value-driven manner through partnerships with advisory firms

Role Responsibilities, Principal Objectives & TCF

• Answer and direct all incoming telephone calls and take messages where appropriate
• Liaise with Financial Advisers and their support staff in relation to management of clients’ investments
• Manage Group’s centralized mailboxes in line with published Service Standards; reply to all external and internal messages in polite and professional manner
• Assist with the maintenance of the company databases by entering new records, updating and regular cleansing
• Distribute incoming mail and parcels, log special postage and deliveries, frank outgoing mail and prepare for collection
• Collate relevant financial data and produce required reports on a daily, weekly, monthly or quarterly basis, as required.
• Prepare documentation for the Group, Investment brochures and informational materials
• Assist colleagues from other departments with ad-hoc tasks, as directed by the Head of Operations.
• Greet visitors
• Prepare meeting rooms for meetings.
• Stationery orders
• Office supply orders
• General administrative support

Competencies and Behaviours Required


Ability to communicate with all levels of the organisation, including Directors, Senior Management, Internal & external partners, advisers and support staff

Team Work

Ability to work well with others across multiple departments.

Self Management

Self-motivated & eager to learn and with an inquisitive nature.

Planning and Organising

Essential – manage the priorities given and meeting various internal, external deadlines.  Work in a fast-paced environment and under pressure without losing focus and keeping a positive attitude at all times.


Knowledge of the following:

                 Software –             Office 365/OneDrive, Microsoft Windows, iOS and Android Operating Systems, Microsoft Office (particularly Word and Excel) Cloud Solutions , Intranet, Helpdesk

                 Hardware –           PC and Laptop and Telephone

Learning & Qualifications

Positive can-do attitude with a willingness to learn and grow within the Company.

Excellent communication and presentation skills

Strong customer service skills and active listening

Familiarity with CRM systems and practices (desirable)

High level of attention to written communications and numerical detail.


Previous administration, customer services role or work experience desirable but not essential as training can be provided

Key Performance Objectives  

Data Entry

Update customer information in the client database

Customer Service

Responsible for maintaining a high level of professionalism with clients, face to face, email correspondence and on the phone.

Daily Planning

Ensure all tasks are completed/managed, daily within the relevant SLA’s

Respond to Tickets

Responding to all queries within the companies published Service Standards.

Employees are responsible and accountable for:

Policies & Risk Control

Compliance with workplace policies and procedures for risk identification, risk assessment and risk control


Active participation in activities associated with the management of workplace health and safety


Identification and reporting of health and safety risks, accidents, incidents, injuries and property damage at the workplace.


Correct utilisation of appropriate personal protective equipment.