This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based.
Role Purpose
* To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business.
* Administration of new and existing life, pension and investment business.
* PA support to Financial Planner.
* Understanding of the provision of advice to clients in a compliant manner as detailed in the Company’s Manuals.
Responsibilities
* Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner.
* The preparation of client portfolio reports and compliance requirements for appointments.
* Detailed knowledge and understanding of the Company’s record keeping requirements to ensure files meet compliance requirements.
* Ensure all dealings with customers are carried out in a professional and courteous manner.
* Liaising with clients/insurance companies via a variety of methods.
* Administration of existing business.
* Appointment making, diary-keeping.
* Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times.
* Ensure all supporting documentation is maintained as per the Company’s procedures.
* Maintain all standards of performance as required by the Company.
* Maintain and record own CPD.
Skills Required
* Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc.
* Computer literate – competence with using various software, including Microsoft packages.
* Knowledge of back office administration system (desirable).
* Working towards/maintaining basic technical knowledge and qualification (desirable)
* Telephone/communication skills.
* Customer service skills.
Qualifications and Experience
* Certificate in Financial Planning or working towards (desirable).
* Experience of working in a similar customer service/sales environment in financial services (desirable).
Personal Attributes
* Customer-oriented, attentive to detail, and takes pride in own work
* Ability to maintain a professional manner when under pressure
* Works well on their own and as part of a team
* Proactive, uses initiative and takes ownership
* Confident in contributing ideas to enable continuous improvement
* Flexible, adaptable and organised
Benefits
* Company pension
* 25 days holiday
* Death in Service 3 x Salary
* Health Cash plan
* Annual pay review
* Annual group bonus
* Regular work social events
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