To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business.
Responsibilities
* Setting up ad hoc payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals.
* Monitoring cash reconciliations and outstanding fees
* Processing and monitoring transfers in and out, liaising with clients and colleagues.
* You will process any change of details requests including bank details and change of address ensuring the relevant systems are updated
* Producing reports including valuations, performance summaries and transaction statements.
* Support wider team with processing new business application forms
* Processing accounts closures and deceased client cases and ensure timely completion of such cases
* Take responsibility to ensure that all client communication is accurate, appropriate & delivered at the right time, to include emails, letters and reports
* Liaise closely with 7IM’s Operations team to ensure full communication and understanding, minimising errors and maximising service levels
* Continually look at ways to enhance operational systems and procedures to maximise efficiencies eg Xplan
* Continually suggesting realistic & appropriate improvements and solutions to problems to your line manager and others across 7im and review/create procedures when required
* Filing, in accordance with 7IM and FCA procedures
* Subscribing to 7IMs declared Mission and Tenets, & to Treating Customers Fairly (TCF) initiatives
* Ensure the 7IM VPVPs (Vision, Purpose, Values and Personalities) are followed throughout your working practices
* Other duties, as reasonably required by the line manager and 7IM
About You
Skills
* Accuracy and attention to detail
* Organisation of own workload to meet deadlines
* Client focused, delivering a high standard of client service
* Must be proactive and able to use initiative
* Good communication skills, both oral and written
* Adaptive to change
* Proficient in MS Word/Excel
* Ability & willingness to identify and suggest improvements in processes / service levels
Knowledge
* Experience in Client Services within Wealth Management is desired
* Good working knowledge of all Microsoft office applications specifically Excel
* Good knowledge of operational administration including settlement and transfers
Qualifications
* Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard
* Suitable for school leavers or graduates
* Working towards an industry examination such as CII Level 4 Financial Planning qualification
Other relevant information
* Reports into the Client Services Team Manager
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