About The Role
Purpose: Working across the Client Servicing and Paraplanning Team based in Edinburgh supporting colleagues and advisers with the day-to-day activities across the client base.
Responsibilities
* Processing letters of authority and phoning providers for up-to-date information regarding plans or policies.
* Inputting of Fact Finds into the system for new clients and existing clients and any client change of details e.g. bank accounts, addresses.
* Creating Statements of Suitability (SOS) for clients post meeting and updating the relevant systems and spreadsheets.
* Process new business application forms including GIA/ISA/SIPP & Bond accounts ensuring client accounts are set up correctly including fee rates and account groups.
* Setting up online access for new and existing clients and assisting with all queries in relation to the My7IM portal.
* Setting up payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals.
* Manage workflow through a task management system and monitoring mailbox.
* Keeping back-office systems and client databases up to date and accurate including unmapped accounts and suspense items.
* Producing reports including valuations, performance summaries and transaction statements including meeting note preparation.
* Review mail and allocate to respective Advisers within the team or internal office.
About You
* Accuracy and attention to detail when reviewing reports.
* Organisation of own workload to meet deadlines.
* Good communication skills, both oral and written.
* Ability & willingness to identify and suggest improvements in processes / service levels.
* Ownership & Initiative.
* Good knowledge of operational administration including settlement, custody, and clearance.
Knowledge
* Good working knowledge of all Microsoft Office applications specifically Excel.
Qualifications
* Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard.
Other Relevant Information
* Reports into Private Client Team Leaders/Managers.
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