Job Description
A 1st class position has just been created within a successful and extremely friendly Wealth and Asset Manager based in Hertfordshire.
Working largely from the offices ( with some flexibility for hybrid working) the role encompasses a full range of technical support administration and suitability report writing.
Duties Include:
* Administration of a full range of Private client Pension and Investment products.
* Coordinating with external professionals, such as solicitors and accountants, to provide a holistic service to clients.
* Assisting in the training of new staff, sharing knowledge and best practices in support.
* Conducting comprehensive research on financial products to support planners in making informed recommendations.
* Implementing risk analysis techniques to assess and mitigate potential threats to clients' financial objectives.
* Streamlining processes for gathering client financial information, significantly improving efficiency and accuracy.
* Participating in professional development opportunities to stay abreast of industry trends and regulations.
* Maintaining meticulous records of client interactions and financial recommendations, upholding data protection laws.
* Delivering exceptional client service by addressing queries and providing clear, concise information.
* Daily use of Provider Platforms and back office systems.
The role offers a very competitive salary and range of benefits and is available immediately.