A1stclasspositionhasjustbeencreatedwithinasuccessfulandextremelyfriendlyclientbasedinwestSussex
DutiesInclude:
* AdministrationofafullrangeofPrivateclientPensionandInvestmentproducts.
* Coordinatingwithexternalprofessionals,suchassolicitorsandaccountants,toprovideaholisticservicetoclients.
* Assistinginthetrainingofnewstaff,sharingknowledgeandbestpracticesinsupport.
* Conductingcomprehensiveresearchonfinancialproductstosupportplannersinmakinginformedrecommendations.
* Implementingriskanalysistechniquestoassessandmitigatepotentialthreatstoclients'financialobjectives.
* Streamliningprocessesforgatheringclientfinancialinformation,significantlyimprovingefficiencyandaccuracy.
* Participatinginprofessionaldevelopmentopportunitiestostayabreastofindustrytrendsandregulations.
* Maintainingmeticulousrecordsofclientinteractionsandfinancialrecommendations,upholdingdataprotectionlaws.
* Deliveringexceptionalclientservicebyaddressingqueriesandprovidingclear,conciseinformation.
* DailyuseofProviderPlatformsandbackofficesystems.
JBRP1_UKTJ