Looking for a new opportunity, wanting to work for a leading organisation with excellent career prospects and outstanding benefits?
NJR are currently working with a National Wealth Management Company, who are now seeking an ambitious and talented Client Support Assistant to join their team.
This is truly and excellent opportunity for a high calibre individual, who will thrive in a fast-paced, dynamic environment and will identify the importance and understandings of business needs. You will be working closely with the Financial Advisers, to ensure that Client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the firm.
To obtain illustrations, key features and application forms from Platforms & Providers'.
Compile blank new client packs containing documentation such as, but not limited to, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings.
To post client documentation to the client or product providers as appropriate.
To issue signed letters of authority to providers and obtain standard policy information.
Update client policy records on receipt of information on Intelligent Office.
To accurately maintain client personal details and policy information and update on Intelligent Office.
To prepare new business applications in accordance with the company's standard operating procedures and compliance handbook
Respond to written, telephone and electronic general enquiries for IFAs, colleagues, client and providers
Maintaining relationship and contacts with providers to ensure a professional service
Deal with any resulting commission queries from the Accounts Department
To produce accurate regular and ad-hoc client valuation schedules, and input into Intelligent Office.
To arrange for amendments to encashment and withdrawal requests from existing client plans as instructed by the Adviser and inform the client by email where appropriate.
Prepare and carry out valuations as required and issue a standard review pack to the IFA
To deal with enquiries raised by clients, providers, advisers and other members of staff.
To provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required
The successful candidate will need to have previous experience working with in an Financial Services environment with knowledge of CRM system and Platforms. You will be PC literate with working knowledge of MS Office product set with exceptional negotiating, forecasting and communication skills.
Our client is looking for a Self-motivated, Driven, passionate individual, who can come in a hit the ground running, whilst delivering a high degree of professionalism.
For more information please contact one of specialist consultants quoting REF:NJR7292
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