Essential Job Functions
- Provide day-to-day support as part of the advising team
- Diary ownership and management, leading client servicing
- Pre-meeting preparation of papers/documents/reports as required
- Updating and maintaining client records and information, alongside other post meeting actions
- Maintain a regular 1:1 catch-up meeting with the adviser(s) you assist
- Liaise and work with team members at Eight Wealth International, Eight Wealth Management (UK Office), SJP, third parties and others as required.
- Liaise and communicate with clients (clarifying/requesting information only or communicating advice that has been obtained from the adviser)
- Ensure the adviser(s) are up to date with client communications/providing feedback where applicable
- Prepare letters and emails to clients, always maintaining an awareness of compliance standards.
- Work closely with and take instructions from the department lead
- Build and manage client relationships and expectations
- Carry out withdrawals, surrenders, fund switches, and obtain & manage letters of authority
- Obtain quotes from third party providers
- Be able to provide holiday/sickness cover for teammates where required
Knowledge and skills needed to perform the role
- Proficient in using IT systems and applications, with good working experience using MS Office (Outlook, Word, Powerpoint, and Excel as a minimum)
- Experience using Monday.com, SalesForce, MyPractice, iBusiness, DWS, MS Teams and Calendly is an advantage
- Good problem solving skills
- Good negotiating and conflict resolution skills
- Excellent customer service skills – professional telephone manner, outstanding spoken and written English communication
- Strong organisational and accuracy skills, attention to detail and data
- Good level of numeracy
- Knowledge of the financial services industry, ideally within wealth management
- Excellent time management and ability to prioritise the right tasks
- Ability to work to tight and varying deadlines and the aptitude to juggle workloads
- Detailed knowledge of Adviser client base and an overall knowledge of other client accounts.
- Product Awareness – Offshore Investment Bonds, Pensions, personal and corporate insurance
- Awareness of other team members roles and how they all collaborate and work together.
The Person
- Takes responsibility and initiative for own workload.
- Is prepared to put their teammates first and appreciates how this adds to the benefit of the whole team.
- Ability to foster strong relationships with Advisers, adapting to the way each Adviser works for best possible outcome.
- Is resilient to be able to adapt to change and challenges as they arise, in collaboration with the team.
- Demonstrate assertiveness and ability to take on and deliver positive and constructive feedback.
- Calm and friendly personality with a positive mindset and attitude
- A natural people person who is skilled at gaining trust
- Great communicator
- Enthusiastic and be willing to learn, share in success, and be an amazing Eight family member
Key Behaviours
- Build Relationships
Be easy to connect with to grow and develop long and trusted relationships. Put others first, be responsive, caring and honest, and put others at the heart of everything you do.
- Be Responsible
To do an amazing job. Take ownership, manage expectations, lead by example, putting actions right when you need to, whilst learning from mistakes. Be helpful to others and always give back.
- Be Amazing
Always set out to do your best. Be brave and bold, have imagination and creativity to bring solutions and not problems. Sustain a high level of performance and inspire others around you to be the best versions of themselves. Be an inclusive member of the Eight family.
