Seo Specialist jobs in France

• Supporting UK Partners, FAs, and PCMs in their roles, including:

  • Obtaining valuations and performance data

  • Printing and collating client reports/application packs

  • Liaising with providers and clients as needed

• Preparing and actioning required paperwork throughout the client journey, including:

  • Working with teams across the business to process dealings, withdrawals, applications, bereavements, power of attorneys

  • Drafting letters of engagement and authority

  • Raising and managing invoices

• Managing client data on XPLAN, including:

  • Maintaining accurate and up-to-date records

  • Data entry on behalf of Partners, FAs, and PCMs

  • Conducting audits and supporting ad hoc data projects

• Handling incoming and outgoing post and courier arrangements

• Resolving client and adviser queries via post, email, and phone

• Task, inbox, and workload management

• Providing general office support such as:

• Answering phones, managing reception, booking meeting rooms

• Office supplies management

• Health and safety responsibilities

• Ad hoc office projects

To thrive in this role, you will need to demonstrate:

• A client-focused approach

• Strong organisational skills

• Reliability and self-motivation

• Attention to detail

• A willingness to share ideas and knowledge

• Excellent interpersonal and communication skills

• A collaborative and team-oriented mindset