To provide efficient, friendly, and professional administration support to both clients & IFAs.
The Role:
- Dealing with adhoc queries from Advisers/Clients/Providers
- Tasks to be recorded and maintained via back-office systems
- Maintenance of client files
- Postal activity (incoming/outgoing)
- New business processing (Online/Post)
- Loading relevant data on to CRM database
- Processing Letters of Authority
- Valuations
- Liaise with 3rd Party Providers & Paraplanners
- Preparing Client Meeting Packs
- Gather quotes/illustrations / Fact Sheets / Order Projections
- Booking Client Review Appointments & Managing IFA’s diary
- Print & Bind Client Suitability Reports
- Administration of client investment funds, constructing client portfolios
- Update IFA & Client on progress on New Business cases
- Maintenance of all client policy data & associated income expectancies
- Process Client Withdrawals as and when required
Requirements:
- Excellent accuracy skills and attention to detail
- An excellent team player with an adaptable and flexible approach to work
- Ability to build and develop effective working relationships at all levels
- Financial services industry/wealth management experience – Essential
- Experience of working within defined service standards, policies and procedures
- Longevity and proven commitment within previous employment – Essential
Package:
- Salary: Competitive depending on experience
- Benefits: Death in Service Cover (4 x Salary), 6% Employer Contribution to Pension, PHI Long term sickness cover (75% of Salary)
- Holidays: 25 Days + Bank Holidays (Increasing by 1 day per year up to a max of 30 days)
- Study support for industry-related qualifications
- Office-based role (Hale): Working Hours: Mon – Fri 8.30 am – 5 pm (Flexible)