_{27th March, 2025}

The Role
  
To support Senior Financial Adviser(s) in the provision of advice and ongoing service to new and existing clients. To ensure the professional and courteous delivery of service to the clients and increase productivity for the Adviser.

Duties and Responsibilities

• Respond to all customer enquiries within agreed timeframes and in adherence with quality and compliance standards
• Maintain client files as per audit checklist
• Maintain client contact database
• Contribute ideas/suggestions during team meetings and one-on-one with the management team

• 2-3 years Customer Service and administration experience
• Excellent communication skills
• Exposure to Investment products