Location
Knutsford, Cheshire | United Kingdom
Job description
Our client was established in 2009 with the aim to provide a unique and modern approach to financial planning for high net worth individuals and the employee benefit market. They now manages over 250m of assets for clients and was awarded Chartered status from the Chartered Insurance Institute in 2013 showing their commitment to high levels of standards and professionalism.
They has exciting growth plans over the next 5 years and wants to expand its highly valued Client Services team to support its team of client facing advisers.
Tasks
Key responsibilities and accountabilities:
- Responsible for administration within the IFA Client Services Team and providing support to the Paraplanners within the team.
- Receiving and acting on instructions from advisers ad paraplanners following client meetings.
- Maintaining actuate records using our internal back office system.
- Creating and producing letters reports and invoices.
- Carrying out all tasks in a manner consistent including processing new business in line with compliance procedures.
- Obtaining illustrations and product information from providers
- Liaising with clients and product providers on outstanding documents and queries.
- Preparation of existing client valuations / files ready for reviews.
- Process of new business.
- Ensuring all client files are compliant on an ongoing basis.
Requirements
Relevant Skills and Experience
- At least 2 years experience working in a Business Support role for a financial planning organisation.
- Experience of using computer based management systems including Wrap/Platforms.
- Computer literate conscientious and have a good attention to detail.
- Clear understanding of the financial planning process.
- Excellent communication skills both written and verbal
- Able to work within defined business processes.
- Ability to achieve agreed outcomes without supervision.
- Prioritise own work load and the work load of the Business Support team.
- Ability to multi task and prioritise effectively and assist in adhoc projects when required.
- A good working knowledge of protection pensions and investment products.
- Proficient in using MS Excel Outlook Word and Intelligent office.
Qualifications:
- Good level of Investment and Pension knowledge.
Personality:
- Selfdriven resultsoriented with a positive outlook.
- A natural forward planner who critically assesses own performance.
- Good understanding of compliance issues.
- Reliable tolerant and determined.
- Keen for new experience responsibility and accountability.
- Able to get on with others and be a teamplayer
Benefits
Salary/Benefits:
- Competitive salary based on experience and qualifications. (c23000 c27000)
- 23 days holiday
- 4 x Death in Service Benefit
- Employer Pension Contributions
- Flexible working
- Financial support to encourage study for further advancement within the business.
Job tags
Salary
