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We are seeking a highly motivated and organised individual to join our team as a Client Support within our Support Department. The successful candidate will provide comprehensive administrative support to a team of financial advisers, ensuring we have the tools and resources needed to deliver exceptional service to our clients.
Responsibilities:
* Provide high-quality administrative support to a team of financial advisors.
* Manage client appointments, schedules, and paperwork.
* Developing and maintaining strong relationships with clients, colleagues, and third parties.
* Preparing client packs and paperwork prior to/after meetings, including requesting valuations.
* Obtaining specific policy information from product providers and third parties via email, telephone, and online.
* Collaborating with Centralised Administration to ensure timely receipt of information.
* Prepare and maintain client financial plans using IO and PFP software.
* Understand cashflow analysis and financial planning advice to clients.
* Complete and audit Portfolio Reviews
* Complete and audit New Business Submission
* Complete and audit Post Sales Tasks
* Ensuring compliance with documentation requirements.
* Track progress and identify areas where advisers need additional support.
* Build relationships with product partners.
* Train others on new products and processes
* Initiate workload from client and adviser actions. Ability to prioritise and manage multiple tasks simultaneously.
* Commit to personal development.
What skills and knowledge are we seeking?
* Strong attention to detail.
* Excellent telephone etiquette, actively listening and asking questions to clarify understanding. Excellent communication and interpersonal skills
* Effective time management and prioritisation skills. Ability to work well under pressure and meet deadlines.
* Cooperative and effective teamwork to accomplish tasks and achieve targets.
* Building and nurturing positive relationships internally and externally.
* Treating others with respect and remaining approachable and friendly.
* Proactive and engaged approach.
* Proficiency in using Microsoft Office and online Platforms.
Additional attributes that would be beneficial, but not essential for the role:
* Desirable experience using Intelligent Office.
* Minimum of two years’ experience in the financial services industry with an IFA or wealth management company.
* Strong understanding of financial concepts and products
* Strong team-oriented mindset and a desire to contribute to the development of others.
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