Back to search
About the Company - Wealth management company that offer expert financial planning putting their customer at the heart of everything they do.
About the Role - To provide high quality support to the CEO. This is an important role where the job holder is often considered to be the voice and the face of the CEO both internally and externally. Being able to think independently, work through problems systemically and calmly and being able to communicate effectively are key parts of the role.
Responsibilities -
To act as first point of contact for clients (current and potential) and colleagues and have the knowledge and expertise to know which issues and queries need to be referred to the CEO
To control and manage the CEO's diary, anticipating and prioritising as appropriate.
Ensure that the CEO has all the necessary information and documentation for scheduled meetings.
Ensure that action points from meetings are diarised and actioned accordingly.
Ensure potential new clients are checked on the PROMS system at the first available opportunity.
Order Valuations/Wealth Reports as required.
Ensure the administration of the CEO's portfolio is exemplary and sets the standard for the other Advisers
Occasional support as required by the MD
Maintain effective diary system to ensure clients are offered review meetings at the appropriate time.
Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients and GoReminders set up.
Prepare meeting packs for CEO including valuations and all other relevant documents required on the One Note system.
Monitor / chase for the return of meeting notes uploaded to One Note by CEO.
Ensure that client meeting notes are recorded on Salesforce as per current RWM requirements including updating CFR, uploading relevant parts of OneNote pack etc.
Construct appropriate post meeting letter for issue to clients from CEO notes.
Meet & Greet CEO's clients' when meetings are held onsite. Ensure welcome screen is displayed in reception and guests sign in to the Visitors Book.
Give any Letters of Authority bought back from client meetings to relevant Admin who co-ordinate the Letters of Authority system.
Process change of address requests via the MyPractice system.
Notify any Death claims via MyPractice and follow RWM Practice Guidelines through to completion.
Deal with any documentation received in relation to CEO clients and advise as necessary.
Act as a point of contact for clients and deal with routine issues/queries.
Client celebration cards and sympathy cards to be arranged as necessary and sent to clients.
Deal with any withdrawal requests in accordance with RWM practice guidelines.
Preferred Skills
Ability to work effectively and efficiently in a fast moving and changing business environment. Developed interpersonal skills and a professional and warm client facing manner.
Ability to relate to the pressures on the CEO and ensure an effective and efficient two-way relationship
Team Player
Product and market knowledge would be desirable.
Knowledge and understanding of SJP and RWM systems, procedures and responsibilities to ensure clients receive an outstanding service.
Professional and warm telephone manner.
Pay range and compensation package
Salary range - Up to 35,000
Hours - Monday to Friday - Currently working on a hybrid basis and so can facilitate up to 50/50 split between office and home - this is the max time at home. For those who prefer the office we have loads of space and so can be full time in office if preferred.
Benefits Package includes:
Pension scheme 5% & 3%
25 days holiday + B/H + birthday if it falls on a weekday
Death in Service benefit x 4
Private Health Insurance available after 12 months
Onsite Parking
Exams paid if you wish to pursue further qualifications
Company funded events
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
