Job Purpose
You will work collaboratively with Financial Planners and other Support team to support a wide variety of administrative tasks to ensure clients receive an exceptional level of service.
Key Responsibilities & Accountabilities *
· Support business requirements with processing and submitting the applications including pensions, life protection and investment business.
· Process trade request and prepare the trade submission.
· Prepare and support the Regular Review meetings.
· Dealing with correspondence and telephone enquiries from clients.
· Accurately record and update plan or client information on CRM system.
· Build and manage Client relationships in support of the Planner.
· Maintain the accuracy of the client’s records in accordance with Compliance requirements, via the firm’s systems and processes.
· Maintain required Service Level Agreements on workload turnaround.
· Gain a deep understanding of company’s proposition, processes, and procedures.
Person Specification
Qualifications
· Diploma in Financial Planning/Regulated Financial Planning or equivalent (desirable).
Experience
· Relevant experience in a supporting/administration role within a financial service setting.
· Experience working in a client-facing role.
Knowledge
· Good working knowledge in areas such as pensions, investments, and protection.
· Knowledge and understanding of Product Provider online systems.
· Working knowledge of financial services products, rules and regulations.
Skills & Qualities
· Ability to build and maintain excellent stakeholder relationships within all aspects of the business.
· Excellent interpersonal and client care skills
· Well organised and excellent time management skills
· Ability to work efficiently under pressure and under tight deadlines.
· Possess high levels of focus and a keen eye for detail.
· Ability to work on your own initiative and effectively prioritise.
· Adaptable, proactive, and enthusiastic