JOB DESCRIPTION
What will you be doing?
To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
Some of your responsibilities will be to:
* To work closely with the aligned Financial Planners to deliver excellent client outcomes.
* To build relationships with clients and maintain regular contact.
* Maintain back-office systems and client records in line with the company policies.
* Request policy information from third party policy providers if applicable.
* Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
* Preparation of meeting packs and valuations (as required)
* Assist investment managers in the preparation of new business pitches and presentations
QUALIFICATIONS
To be successful in this role, you should have:
* Proven experience working in the financial services industry– ideally 2 years' experience.
* A strong ethic of client service.
* Ability to work under pressure and to prioritise work.
* Excellent communication skills both written and verbal, influencing and organisational skills.
* Ability to use judgement and reasoning to propose solutions to problems.
ADDITIONAL INFORMATION
As a colleague, you will have access to benefits that include:
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working model (role dependent)
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave