This is an excellent opportunity to join a well-respected and forward-thinking Financial Services company, committed to providing the very best advice through a top-quality team.
From their support teams, right up to management, they pride themselves on having the correct work ethos and culture needed to provide an excellent customer experience.
The business is looking for a Wealth Client Executive to deliver comprehensive support to Financial Planners, whilst delivering excellent service to the company’s customers and colleagues
This is a hybrid role providing split weeks between home and the office.
Our client is looking for someone who has a good understanding of the Wealth Management industry, with excellent diary management and client relationship skills.
The Role:
Engage with customers and build strong, professional, lasting relationships
Handle all incoming calls/emails in a professional and efficient manner
Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner
Record annual review dates on the back-office system and monitor regularly
Plan, book and prepare for all annual review meetings ensuring none are missed
Help clients to register for, navigate and update their account on the Personal Finance Portal
Manage the Financial Planners diary and ensure that all meetings (initial and annual review) are booked in good time with the customer and ensure they are provided with all of the required information/paperwork (including valuations) prior to each meeting
Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries
Ensure all iO Lead and Client/Plan data and appropriate Opportunity/Service Case/Tasks are accurate and collating information in line with Financial Planner’s requirements
Collate and pre-populate New Business / Servicing forms and application packs
Process new business ensuring transactions are tracked to accurate and timely completion
Create and update client platform account records
Issue progress reports to customers at regular intervals when dealing with lengthy transactions
Produce and issue client fee invoices
Proactively review investment portfolios and platform accounts on a regular basis ensuring that all are in order and any necessary work is carried out e.g. topping up of cash accounts/checking cash invested correctly
Ensure all data is captured and entered accurately onto the back office
Regularly check data, fill gaps and amends errors where necessary
Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence
Monitor policy records, ensuring that accurate valuations can be produced when required
Prepare existing client iO record ready for registration of PFP at Annual Review
Record all client activity, including telephone calls, emails etc, on the back office system to ensure that an accurate and complete audit trail is available at any time
About you:
Previous experience of working as a Senior IFA Administrator
Previous experience of working with Investment Wrap Platforms
Extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
Experience of delivering accurate, relevant and timely information
Experience of using iO back-office system
Experience of working with a Discretionary Fund Manager
Skills & Qualifications:
Strong interpersonal, communication and customer service skills
Excellent diary management, planning and organisational skills
Excellent accuracy and attention to detail
Proven ability to work on own initiative
Excellent telephone manner
Proven high level of customer service.
Working towards the Level 4 Diploma in Financial Planning
Good working knowledge of Microsoft office systems
Knowledge of Intelligent Office database would be an advantage
Benefits:
25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days.
Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year.
Wealth Client Executive, Gloucester (CR-1694)
This is an excellent opportunity to join a well-respected and forward-thinking Financial Services company, committed to providing the very best advice through a top-quality team.
From their support teams, right up to management, they pride themselves on having the correct work ethos and culture needed to provide an excellent customer experience.
The business is looking for a Wealth Client Executive to deliver comprehensive support to Financial Planners, whilst delivering excellent service to the company’s customers and colleagues
This is a hybrid role providing split weeks between home and the office.
Our client is looking for someone who has a good understanding of the Wealth Management industry, with excellent diary management and client relationship skills.
The Role:
About you:
Skills & Qualifications:
Benefits:
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