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To provide full administrative support to Financial Planners, 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 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
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (2 days wfh)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
