A1stclasspositionhasjustbeencreatedwithinasuccessfulandextremelyfriendlyclientbasedinwestSussex
DutiesInclude:
AdministrationofafullrangeofPrivateclientPensionandInvestmentproducts.
Coordinatingwithexternalprofessionals,suchassolicitorsandaccountants,toprovideaholisticservicetoclients.
Assistinginthetrainingofnewstaff,sharingknowledgeandbestpracticesinsupport.
Conductingcomprehensiveresearchonfinancialproductstosupportplannersinmakinginformedrecommendations.
Implementingriskanalysistechniquestoassessandmitigatepotentialthreatstoclients'financialobjectives.
Streamliningprocessesforgatheringclientfinancialinformation,significantlyimprovingefficiencyandaccuracy.
Participatinginprofessionaldevelopmentopportunitiestostayabreastofindustrytrendsandregulations.
Maintainingmeticulousrecordsofclientinteractionsandfinancialrecommendations,upholdingdataprotectionlaws.
Deliveringexceptionalclientservicebyaddressingqueriesandprovidingclear,conciseinformation.
DailyuseofProviderPlatformsandbackofficesystems.
TPBN1_UKTJ