Business Support Job Description Template
Our company is looking for a Business Support to join our team.
Responsibilities:
- Processing new business;
- Preparing client packs for Financial Planning meetings;
- Liaising with clients and colleagues;
- Database Management (Intelligent Office);
- Fund switches and withdrawals.
Requirements:
- Self‐motivated, confident, and detail‐oriented;
- collaborative mindset;
- Working towards CII exams R01 -06;
- Qualifications will be supported. You do not need CII qualifications to apply, although this would be beneficial;
- Willingness to take on additional operational responsibilities as needed;
- Excellent written and oral communication skills;
- A minimum of four years’ experience within the industry;
- Ability to manage time effectively and meet deadlines;
- Proficient in Microsoft office;
- Professional appearance is essential.