Working With Others In A Business Environment

Work With other people in a business environment

Working with others in a business environment is one of the most fundamental factors of running and being successful within a business organisation especially in the organize which I work in. The company I work for is in the financial services sector, our company's mission is to be the best financial services intermediary in the business and to provide a holistic and professional financial solution to all of our clients. My responsibility within the business is to assist the financial adviser and his paraplanner, I provide the core administrative support that is needed to give our clients the smoothest and efficient service we can provide, as well as other support duties. Our organisational
There are many situations where working with others can achieve positive results, for example when we have a client who has a complex financial situation, we may consult our technical team who have a variety of skills and knowledge. This allows us to construct financial plans that are more effective than what we could produce ourselves therefore creating a better financial solution for the client and reflecting better on the business. When working together it is important to agree goals and plans, this prevents problems down the line, if everyone involved has a clear date and goal in mind then we can all work together to the same goal and achieve it on time without any confusion or unnecessary stress. I support my team members by asking them how they are getting on with their tasks and offering help and assistance when they are busy or unable to fulfil all of their duties. As well as agreeing goals we agree quality measures to make sure that the standard of the work is fit for purpose, work that is done for clients is going to be at a higher standard than that of the work we might do for each other or others in the company, not because we do not care about the standard but this allows us not waste time on unnecessary details when providing a quick informative spreadsheet for a team member for example, however when writing a letter for a
Some people are more technical whereas others have better emotional intelligence, in the client facing world of financial planning both these areas are good to include in a team. A financial adviser can gauge the emotional needs and wants of a client whereas the technical paraplanner can work out the most effective way to reach that goal. Although they are two different roles both need to show respect to each other in order to maintain good moral. Everybody in my business is different and has different roles so I respect the different people as this is vital, all roles contribute to the business's success from providing a friendly face at reception to leading the companies objectives and board