A1stclasspositionhasjustbeencreatedwithinasuccessfulandextremelyfriendlyclientbasedinwestSussex
Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.
DutiesInclude:
* AdministrationofafullrangeofPrivateclientPensionandInvestmentproducts.
* Coordinatingwithexternalprofessionals,suchassolicitorsandaccountants,toprovideaholisticservicetoclients.
* Assistinginthetrainingofnewstaff,sharingknowledgeandbestpracticesinsupport.
* Conductingcomprehensiveresearchonfinancialproductstosupportplannersinmakinginformedrecommendations.
* Implementingriskanalysistechniquestoassessandmitigatepotentialthreatstoclients'financialobjectives.
* Streamliningprocessesforgatheringclientfinancialinformation,significantlyimprovingefficiencyandaccuracy.
* Participatinginprofessionaldevelopmentopportunitiestostayabreastofindustrytrendsandregulations.
* Maintainingmeticulousrecordsofclientinteractionsandfinancialrecommendations,upholdingdataprotectionlaws.
* Deliveringexceptionalclientservicebyaddressingqueriesandprovidingclear,conciseinformation. xsngvjr
* DailyuseofProviderPlatformsandbackofficesystems.