Job Role

To assist in a variety of tasks to ensure the smooth delivery of excellent client service and daily operations of the business

About de Lisle Financial Planning

We are a small Financial Planning company based at Far Peak Business Park near Northleach. Our clients are typically families involving professionals or small

business owners either in or approaching retirement, who have achieved a degree of financial success. It’s our job to reduce the stress involved with money, make their lives easier, provide clarity, peace of mind, and ultimately help them make better decisions, whether that’s financial or otherwise.

Based in the Cotswolds countryside, with its beautiful rolling hills the site provides access to 25 acres of green space, a gym, padel courts, climbing walls, physiotherapist, chiropractor, and even sauna/ice bath facilities (for those Wim Hof enthusiasts!)

Key Responsibilities & Accountabilities

Client servicing

• Provide a friendly yet professional point of contact for clients, providers, and suppliers (by phone, email and in person)

• Organise existing and prospective client meetings and actively manage the Financial Planners diary and workload

• Prepare client documentation in advance of client meetings

• Manage client service needs and client expectations to ensure client satisfaction

• Ensure relevant service components (as per the client agreement) are delivered throughout the year in a timely manner

• Maintain SharePoint, back office system and client files to the required compliance standards

• Filter Financial Planner's general information, queries and invitations

Operations

• Provide support with operational projects on an ad hoc basis

• Assist the team with the management of daily operational activities

• Help maintain back office documents and processes

• Manage the website and other marketing/ client communication tasks

• Help plan and organise events, team days and charity events

• Help integrate and innovate technology in business operations

• Maintain the register of hardware, software and staff passwords

• Liaise with professional connections, external IT consultants and suppliers

• Assist the Financial Planner with travel arrangements, restaurant bookings, etc

• Help identify operational issues, resolving them as effectively as possible

• Answer, screen and forward incoming calls

• Open, scan, log and allocate incoming post

• Other administrative tasks as required

• Comply with relevant compliance, T&C, data protection & financial crime procedures/requirements

Our values

• Take pride, stay humble - Be proud of our work, stay confident, but remain humble. Always strive to improve without looking down on others.

• Less but better - Simplify and perfect our core services. Focus on excellence and partner with those who share our values where required.

• Sharpen the saw - Continuously improve our skills and well-being. Stay sharp, stay effective.

• Courage is calling - Take risks, innovate, and learn from failures. Push our limits with integrity and transparency.

• Force for good - Lead by example. Act with integrity, prioritize clients, support the team, and contribute to society.

Comprehensive benefit package including

• Salary - £25,000 to £28,000 pro rata (plus a meaningful discretionary Xmas bonus)

• Initially 25 hours, with the expectation this will increase in time

• Flexible working hours including 1 day work from home

• Holiday – 25 days (pro rata) plus bank holidays, increasing to 30 after 2 years

• 7% employer pension contributions

• Plus much more

How to apply

If you would like to apply for this role please contact us at info@delislefp.co.uk. Please attach your CV with a short letter telling us why you would be a great fit for our team!

Closing date for application is 21st August 2024.