At Acumen Financial Planning, you will find many factors that set us apart from other firms; our people, processes, values and ethos, all delivered in a professional yet down to earth manner.
Established in 2002, we are proud to be an Accredited and Chartered firm.
Our Mission is to empower clients to confidently achieve their full financial promise by delivering a holistic package of unique professional financial guidance in an accessible and approachable manner.
We require exceptional people to be part of our team. We would like to hear from people interested in being part of our Financial Planning Support team in our fast-paced and friendly environment who share our values of being approachable, collaborative, and dedicated. We have opportunities in Aberdeen, Glasgow and Elgin.
Job Purpose
As part of our Business Support team you will provide essential support to ensure our business runs smoothly.
Your role will be pivotal in enabling efficiency and effectiveness across our operations.
Main Duties
- Operational Support: Helping to streamline daily business operations, ensuring that all administrative tasks are executed efficiently.
- System: Providing daily support in data management within our database CURO. Inputting missing data, rectifying discrepancies and assisting with improving efficiencies.Assisting the wider team with the adoption of our new portal MoneyInfo. This will include assisting with training and answering any queries.
- Documentation Management: Assist with the maintenance of templates using Smart Flows, Word and DocuSign maintaining high levels of accuracy.
- Report Generation: Producing reports on CURO as and when requested.
- Project Assistance: Providing support in project management, assisting in coordination and implementation of the projects and helping the wider team with training and support.
Responsibilities
- To satisfactorily complete all duties to a high standard in a timely manner
- Maintain a strong professional relationship with colleagues to ensure an effective and positive working environment
Skills
Essential:
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- Great attention to detail
- Strong organisational and planning skills
- Excellent verbal and written communication abilities
Desirable:
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- Proficiency in data analysis and reporting.
- Ability to multitask and manage time effectively
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How to Apply
A very competitive salary and benefits package is available to the right candidate. For more details, please email opportunities@acumenfp.com.
We are proud to be an equal opportunities employer and are committed to recruiting and developing a diverse team, inclusive of race, religion, age, gender, sexual orientation, and disability. If you have requirements in relation to accessibility or mobility, let us know in advance and we will do our best to support you during the recruitment process and any subsequent employment or placement with us.