Are you a well organised, empathetic good listener?
Established for 3 decades, the company provide independent advice on pension and investment matters and is directly authorised by the FCA. Clients include private clients at retirement age, business owners, senior executives and families. The business have an opening for a special individual to join their expanding progressive client-focused team of wealth managers. You will be an excellent communicator, able to use your initiative to plan and undertake a variety of tasks alongside committed professional colleagues.Your role will include dealing directly with a range of clients face-to-face as well as by phone and e mail.
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.
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.
Collate and pre-populate New Business / Servicing forms and application packs.
Process all new business ensuring all transactions are tracked through to accurate and timely completion.
Create and update client platform account records.
Produce and issue client fee invoices.
Preparing documents for client meetings and supporting the production of client suitability reports.
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.
Continually monitor policy records, ensuring that accurate valuations can be produced when required.
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
You will have financial services industry knowledge, experience and qualifications.
Your writing and computing skills will be excellent.
The business uses Apple systems and a knowledge of these would be helpful.
Must be a team player
Benefits
Support for on-going professional and career development.
9-5.30pm, 1 hr lunch, try to finish some Fridays at 4.30pm
Senior IFA Administrator, Weston-Super-Mare
Are you a well organised, empathetic good listener?
Established for 3 decades, the company provide independent advice on pension and investment matters and is directly authorised by the FCA. Clients include private clients at retirement age, business owners, senior executives and families. The business have an opening for a special individual to join their expanding progressive client-focused team of wealth managers. You will be an excellent communicator, able to use your initiative to plan and undertake a variety of tasks alongside committed professional colleagues.Your role will include dealing directly with a range of clients face-to-face as well as by phone and e mail.
The Role
About You
Benefits
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