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Main responsibilities
- Booking client review meetings and preparing meeting files
- Managing routine client communications and build a trusted relationship with clients via phone and e-mail
- Prepare investment illustrations.
- preparing/creating applications, processing through to completion
- Research and analysis – Using SAPP, Defaqto or Dynamic Planner & FE, Iress, Cashcal
- Administration and maintenance of company records
- General office duties such as filing, copying and scanning as required.
- Providing a dedicated and professional support service to IFA’s and Clients.
- Processing technical and complex cases
- Keeping all parties, both client and Adviser, fully updated on case progression by proactively pursuing cases by liaising with provider to obtain updates
- Managing routine client communications and build a trusted relationship with clients via phone and e-mail
- Booking client review meetings
- Creating and maintaining consistent and accurate client records
- Review client’s portfolios on an annual/biannual basis and produce reports
Essential experience
- 3 + years' experience working in a wealth management firm with Knowledge on pensions, investments and dealing with multiple providers
- Experience in Producing Valuation Reports for Clients
- Ability to use own initiative Exceptional organizational skills
- writing Suitability reports/letters at a high level of detail and complexity
- Experienced in using Intelligent Office back-office system.
- Interpersonal skills to include good written and verbal communication.
- Great time management skills and the ability to organise and prioritise own workload.
- Able to work to a high level of accuracy.
- Customer and quality focussed.
- Good telephone manner with the ability to build rapport and provide excellent customer service.
Benefits
- Hybrid working 3 days in the office, 2 from home
- Training & Exam support- Full support with professional qualifications
- 21 days holiday increasing one day for every year of service, up to a maximum of 5 days extra up to 26 days after 5 years
- Company pension
- Discretionary bonus
