My client is a financial advisory and wealth management business, that has a mission to help their clients protect the assets they already have and advise them on how to manage and grow them for the long term. They ensure their clients preserve their legacy for their future and for the futures of those who depend on them. They focus solely on helping build, maintain and preserve their client’s wealth.
To provide client services and business support.
New business processing including production of weekly new biz pipeline report.
Top up of Investments & Withdrawals.
Maintaining accurate records in Virtual Cabinet and other spreadsheets including changes of address.
Point of contact for all client related queries which are not of an advisory nature.
First point of contact for all telephone enquiries including handling of inbound calls from prospects.
Maintaining accurate prospect records in CRM software including for new prospect enquiries.
Responsible for dealing with all CRM software matters including Certified Partners for Project delivery.
Responsible for dealing with third party providers for SEO and PPC deliverables as well as Websites.
Marketing support for Directors including reviewing and signing off landing pages etc.
New agency application processing.
In Specie Transfers.
Deliver quarterly valuation statements via client portals and deal with ad hoc requests for valuations.
HR Support to Directors where necessary.
Assist with security trading.
Dealing with Corporate Actions.
Ad hoc duties.
Self-driven individual who is able to work unsupervised, results orientated with a positive outlook and a clear focus on delivering high quality and accurate performance. A lateral thinker who is able to forward plan and critically assess own performance.
Mature individual who is comfortable dealing with people at all levels within the organisation including senior management. Must be responsible, honest, trustworthy, tolerant and a good communicator who can empathise and get on with others and work as part of a team.
Preferably from an investment, bank or IFA background must fully understand the securities purchase and settlement process. Must be able to work quickly and accurately to book and place trades. Must understand the nature of funds and associated fees and commissions.
Must be accurate, pay attention to detail, with the ability to prioritise and structure their work, ability to utilise available technologies including MS Office to maximise productivity, manage workload and meet strict deadlines.
Problem Solving Skills
Able to think "outside the box" to resolve complex issues - must think logically and clearly to address challenges and provide workable solutions.
Must be able to reason and communicate clearly both within the team and across departments to achieve organisational objectives. Expected to communicate clearly with external parties to resolve any challenges/issues faced. Expected to take an active role at team meetings and be an enthusiastic team member who participates and contributes ideas at team meetings to progress common goals. Should be comfortable across all forms of communication.
This is a fantastic opportunity with a well run and secure business, that is dedicated in providing an excellent service for their client portfolios. A great leadership team will help you progress to the next step of your career. Apply now to avoid missing out!
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