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Working for a leading broker offering an array of financial services products to nationwide clients.
Duties include:
- Provide high level technical and administrative support to the Advisers;
- Understand complex information and utilise this to write accurate and professional suitability letters;
- Ensure that files are complete with all required client documentation;
- Deal effectively with queries from clients and other parties through effective communication;
- Book appointments, liaise with GP surgeries and insurance companies to ensure positive client outcomes;
- Assist with trust forms;
- Maintain accurate computer records and follow the company’s compliance process at all times.
Skills/criteria required:
- Previous experience in a similar support role in financial services or the protection sector;
- Able to understand complex information to produce accurate suitability letters;
- Knowledge of relevant regulation and legislation (desirable);
- Experience of client management systems;
- Excellent telephone client interaction skills and ability to build rapport swiftly;
- Excellent written communication skills;
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Good organisation skills;
- Very strong attention to detail;
- Manages time effectively with the ability to multi-task;
- Keeps calm when faced with conflicting demands and handles these effectively;
- Demonstrates a positive attitude at all times.
Additional Information:
- Reigate based - Hybrid after training
- Monday - Friday - 35 hour week
- Salary: £25-26000
- Attractive benefits package including bonus, PMI, pension + more
