Overview
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.
Responsibilities
* Support Directors and Advisers in day-to-day Administrative tasks including direct contact with clients, 3rd parties and internal stakeholders.
* Process and monitor all new business applications for Directors and Financial Advisers, liaising with clients and product providers.
* Maintain a strict diary system for all cases submitted and provide regular updates on cases and their development.
* Ensure all files are compliant with AML (Anti-money Laundering) requirements.
* Provide support to Directors and Advisers with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations.
* Coordinate promotions and client mailers, document scanning and taking calls from both product providers and clients.
Qualifications / Experience
* Ideally a couple of years of Office Administration experience within any sector.
* Interest in developing a career within Financial Services and Financial Advice; training and development within the business.
* Good GCSE and/or A level grades, with good English and Maths.
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