The Role
This is a brilliant opportunity for a highly driven and motivated individual to support busy Financial Advisers and help provide a first class service to their clients. It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond in a supporting role. Within this role, you will underpin multiple Financial Advisers and be responsible for client servicing, client admin, and compliance/regulatory requirements.
Responsibilities
* Being responsible for liaising with third party providers to gather information for both Planners so that they can provide holistic financial planning solutions to their clients.
* Key relationship manager with main stakeholders including admin centres.
* Building strong relationships with all clients and key stakeholders by being the first point of contact for all aspects of client administration and dealing with technical admin queries
* Managing client records for the Financial Advisers via the CRM software, Salesforce, ensuring that the necessary information is captured and kept up to date on a daily basis.
* Supporting workloads within the team to ensure Service Level Agreements are maintained.
* Managing EIS and VCT exits for clients.
* Managing client bereavements and probate process.
* Processing client withdrawals and redemptions.
* Processing submissions and new client money including liaising with clients regarding bank details and timescales.
* Processing client portfolio changes and rebalancing.
* Processing ongoing advice documentation for client financial reviews.
* Client onboarding administration.
* Reporting to the Planners on a daily basis.
This list is not exhaustive.
Qualifications
* Ideally, have experience of working in Finance or Financial Services.
* Confident professional with excellent communication skills, energy and the ability to motivate others
* Ensure clear communication with both Financial Planners and the team
* Common sense, influencing skills and enjoy problem solving
* Reliable
* Calm under pressure, thrive in a fast-paced environment and are solution focussed
* Have a good understanding of how you can add value to this business
* Enjoy working as part of a team
* Ability to think laterally, challenge current process, and find ways to improve the service.
* Broad experience of Microsoft Office (Word, PowerPoint, Excel).
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