Team Secretary

ACS Recruitment Solutions Ltd

Posted 16 hours ago, valid for a month

Swindon, Wiltshire SN4 0NY, England

Full Time

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Sonic Summary

The position of Team Secretary is available in Badbury with a salary of £25,000.
The role requires a proactive individual to support Financial Advisers in delivering exceptional service and operational efficiency.
Key responsibilities include preparing client meeting notes, managing CRM updates, and responding to client queries with professionalism.
Candidates should possess strong communication skills, problem-solving abilities, and a self-starter attitude.
Previous experience in a similar role is preferred, although the specific years of experience required are not mentioned.

Team SecretaryBadbury£25,00008.30am – 17.00pm Monday to Thursday and 08.30am – 15.00pm on FridaysWe're looking for a proactive Team Secretary / Assistant to join a fast-paced, client-first team. In this pivotal role, you’ll work alongside Financial Advisers to deliver exceptional service, ensure operational efficiency, and act as a trusted conduit between advisers, clients, and the broader team. This is more than an admin role—it's about driving service excellence, building trust with clients, and enabling advisers to deliver their best.Key Duties:

Be the right hand to the team of advisers—preparing detailed client meeting notes, review letters, and managing CRM updates with precision.
Triage and respond to client queries, ensuring clarity, professionalism, and a solutions-first approach.
Take initiative—anticipate needs, own tasks from start to finish, and make sure nothing slips through the cracks.
Keep clients front and centre, ensuring exceptional outcomes and satisfaction in every interaction.
Help streamline communication and workflow so advisers can focus on delivering strategic advice and growing the business.
Stay commercially aware and up to date on markets, regulation, and financial industry trends.
Manage case progress, follow up with prospects, and support the submission of compliant, accurate advice cases.

The Ideal Candidate:

A sharp eye for detail and strong communication skills, both written and verbal.
Natural problem-solving ability and the confidence to make decisions.
A team-player mindset with a self-starter attitude.
High-level organisation and time management skills.
Professionalism, discretion, and a client-centric focus in everything you do.

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