A new and exciting opportunity has come up with a successful Financial Advice firm in Ipswich. This role would suit someone with a background in administration or personal assistant background. This will be an office based role.
Duties include:
* Weekly Adviser diary check
* Meet/communicate with Advisers as required to obtain regular updates for all in- progress work
* Prepare presentation packs for client meetings
* Welcome calls/emails – Calling new clients to let them know funds have reached their account
* Write Suitability letters
* New Business Submissions
* Chase pipeline business (with providers and clients)
* Check Business Manager for missed applications
* Change of client details
* Client withdrawals
* Client transfers (from one Adviser to another)
* Create a Prospect on Salesforce/update as necessary
* Letter of Authority process from start to finish.
* Answer incoming telephone calls.
* Deal with clients' queries.
* Produce meeting prep for all Annual review meetings.
* Create Annual review letters from Adviser handover document.
* Produce Annual review packs and send to client(s), post-meeting. Close the advice line down, etc.
* Chase Advisers to produce Annual review handover documents when out of SLA.
* Complete Fund switches.
* Send meeting confirmations to clients for all meetings as required.
* Weekly Adviser diary check (to ensure all Annual reviews are logged correctly).
* Pull client birthday card report (monthly) - order gifts and write birthday cards/Christmas cards for clients.
* Send client birthday eCards.
* Support with event planning and coordination.
* Order monthly and quarterly online wealth accounts
* Meet and greet clients for their on-site meetings, ensuring they have a car parking space in advance (when required) - put out a bollard and remove it in time.
* Ensure office meeting rooms are booked, and we have a list of clients visiting the office ready for the next day.
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