To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
* To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
* To build relationships with clients and maintain regular contact.
* Maintain back-office systems and client records in line with the company policies.
* Request policy information from third party policy providers if applicable.
* Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
* Preparation of meeting packs and valuations
* Assist investment managers in the preparation of new business pitches and presentations
QUALIFICATIONS
* Proven experience working in the financial services industry- ideally 2 to 5 years’ experience.
* A strong ethic of client service.
* Ability to work under pressure and to prioritise work.
* Excellent communication skills both written and verbal, influencing and organisational skills.
* Ability to use judgement and reasoning to propose solutions to problems.
ADDITIONAL INFORMATION
1. Competitive salary
2. Private medical insuranc...