The main purpose of the role will be as follows:-
Oversee the new business process from quotation and submission of applications through to completion of the case, addressing all queries and ensuring that the client is kept aware of progress as appropriate.
Ensure that client files are completed to the high standard necessary to provide evidence of client transactions and able to demonstrate that ‘know your client’ and suitability principles have been adhered to for every case.
To input data in IRESS (AO)/ WRAPs/Virtual Cabinet or other systems as required to achieve the job in line with company policy.
To maximise the use of the IRESS Adviser Office system / WRAPs for the retention of client information.
Conduct all research to provide the Financial Planners with relevant information to enable them to prepare for meeting and presentations as required.
Prepare quarterly/ad-hoc client valuations accurately by collating information from numerous providers.
Address all ad hoc queries from existing clients and maintain appropriate file notes. To update IRESS(AO)/Virtual Cabinet/WRAPs accordingly.
Advise existing clients of information from external sources (e.g. product providers) relevant to their current and potential needs.
Proactively review existing clients’ circumstances and provide information to the financial advisers/CRMs to enable them to address the client’s needs in a timely manner in line with company segmentation policy.
Demonstrate excellent organisational skills and attention to detail.
Ensure all administration for the advisory function of the company is completed in a timely and effective manner to meet the company’s record keeping and file quality requirements.
Maintain back office database and client accounts, ensuring that the information is always current to facilitate reporting requirements.
Any other tasks or duties as directed by your Line Manager - Undertake targeted market research to support business development objectives; monitor responses and follow up client quotes as required.
A good team worker and communicator.
To actively build constructive relationships with the team and other members of staff, (directors, line managers and colleagues), and external colleagues.
Highlight and share innovative ideas for us in the workplace, leading to improved service and performance.
Treat all internal and external clients in a courteous and professional manner at all times. Show respect in all relationships with other people.
Agree a personal development plan with your line manager to ensure that competence is attained within the prescribed timescale by undertaking necessary training.
Ensure maintenance of competence by constantly reviewing own training needs and, in conjunction with your line manager, addressing those needs in an appropriate and timely manner.
To be considered you must be able to demonstrate the following:-
- Strong Wealth Planning Administration background
- Currently working as a Supervisor Administrator within Financial Planning
- R01 qualified or willingness to achieve
- IFA Support Administration exposure
In return our client offers a fantastic salary and benefits package.
Reed Specialist Recruitment Limited is an employment agency and employment business
Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.Report this job