Back to search
- Gather relevant information from clients ensuing a smooth onboarding process.
- Maintain client relationships with a professional manner.
- Work closely with the Wealth Management Team, providing support where necessary.
- Submit and administer applications and be monitoring relevant systems to ensure accuracy and/or acceptance.
- Be able to fully understand the submission process and systems.
- Provide updates to the Wealth Management Team on case progress and able to provide a smooth transition process.
- Acquire provider quotes, illustrations and supporting documentation ahead of client meetings.
- Obtain valuations and other information about the clients existing policies and investments.
- Get into contact with clients existing providers to ensure you have acquired policy specific information, which is used for reporting and analysis.
- Prepare suitability report templates for client reviews, ongoing service events and any new business applications.
- Maintain and update the CRM/spreadsheet system to ensure accuracy of records and the delivery of ongoing service requirements.
- Have a clear understanding of all clients facing material for new business and service meetings.
- Able to work independently and as a team, using own initiative.
- Proficiency in telephone systems and adept at handling calls with professionalism.
- Excellent computer skills with a strong command of Outlook, Word, and Excel.
- Demonstrated commitment to excellent client care.
- Strong interpersonal and communication skills.
- Exceptional organisation and administration abilities.
- High level of accuracy and attention to detail.
- Ability to maintain discretion and always uphold client confidentiality.
- Have a can-do attitude and take responsibility for own tasks.
- Office based: Monday – Friday, 9am-5pm or 8:30am – 4:30pm.
- Salary: £32,000 - £35,000 DOE.
- Pension scheme.
- 21 days annual leave, plus bank holidays. With the addition of up to a further 2 weeks off for the Christmas period.
