To assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients , through the production of wealth planning reports.
Key accountabilities • Liaise with Wealth Planning administrators and Wealth Planners to ensure all required information for report production is obtained in a timely manner
• Ensure product research is kept up to date
• Production of client reports within agreed timescales
• Obtain and prepare paperwork required for client meetings and business submission
• Deal with all forms of client communications including, where necessary, arranging client meetings for the Wealth Planners
• Build technical Knowledge to achieve chartered financial planner status
• Getting Things Done Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
• Communication & Sharing Knowledge Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
• Client focus and concern for quality ensuring client satisfaction and retention
• Actively participate in the sharing of knowledge to both Wealth Planners and Brokers • Maintain a full and proper understanding of the financial services market
• Deal with issues promptly and appropriately
• Educated to degree level or equivalent • DipPFS or equivalent as a minimum • 3 years industry experience in administration or paraplanning
l • Previous use of First software or Intelliflo is advantageous
• Previous use of Voyant or alternative Cashflow software is advantageous
1Wealth Management Services
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.Report this job
"Office Assistant jobs in London"
'Saved search name'