To provide administrative support to the partner practice to ensure that the relationships between the practice and clients can be optimised. Maintaining great relationships with new and existing clients and assisting with the daily operation of the office.
Strong attention to detail and organisation skills essential.
Communicating with clients and third party providers within a timely manner.
Excellent face to face client interaction skills and the ability to build rapport within the team and demonstrate role model behaviors.
Excellent face to face and telephone client interaction skills and ability to build rapport.
Good organisation skills
Strong attention to detail
Preparing client meeting packs ie: Fact finds/New business /Reviews
Dealing effectively with queries from clients and other parties through effective communication.
Prepare new business files, with the use of an external paraplanner
Comfortable using templated suitability Letters ie: Annual Review/Tax Free Cash & New Business.
Process new business in line with SJP compliance guidelines
Maintain accurate records of all client contact
Dealing with general client enquiries
Provide an excellent level of customer service to practice clients
Excellent telephone manner
Provide client/adviser support in relation to existing clients needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, Illustrations and Critical Yield Calculations.
Clear communication Skills
Excellent face to face skills and to build rapport
Good team moral and demonstrates role model behaviors
Works well on their own tasks as well as part of the team
Manages time effectively with the ability to prioritise
Demonstrates an ongoing commitment to self-development
Attend client meetings if partner requires
Quality Focus: Takes personal responsibility for the quality and timelines of work and achieve results with minimal supervision.
TPBN1_UKTJ