Locations: Onsite - Norwich, St Ives and Westerham offices
Summary:
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.
Maintain up-to-date client lists.
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.