Posted: 16h ago
The role
Key responsibilities
- Manage client enquiries and requests in a timely and professional manner
- Assist with the preparation of financial planning documents and reports
- Coordinate client meetings and appointments
- Maintain accurate client records and database management
- Support the financial planning team with ad-hoc administrative tasks
- Ensure compliance with relevant financial services regulations and internal policies
About us
HPH Solutions is a leading financial planning and wealth management firm with a strong focus on delivering personalised, holistic solutions to our clients. Our mission is to empower individuals and families to achieve their financial goals and secure their financial futures. With a team of experienced professionals and a commitment to excellence, we are dedicated to providing exceptional service and building long-term relationships with our clients.
What we're looking for
- Strong organisational and time management skills with the ability to prioritise tasks effectively
- Excellent communication and interpersonal skills with a focus on providing exceptional customer service
- Proficient in using Microsoft Office suite
- A proactive and collaborative team-oriented approach
What we offer
- Opportunities for professional development and career progression
- Flexible work arrangements to support work-life balance
- Supported path to Employee Share Ownership
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