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
Ad hoc Client letters (mail merge)
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
Booking client Annual review meetings
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.
Order client gifts.
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.
Manage booking of meeting rooms.
Incoming post.
Outgoing post.