Main responsibilities 

• Booking client review meetings and preparing meeting files
• Managing routine client communications and build a trusted relationship with clients via phone and e-mail
• Prepare investment illustrations.
• preparing/creating applications, processing through to completion
• Research and analysis – Using SAPP, Defaqto or Dynamic Planner & FE, Iress, Cashcal
• Administration and maintenance of company records
• General office duties such as filing, copying and scanning as required.
• Providing a dedicated and professional support service to IFA’s and Clients.
• Processing technical and complex cases
• Keeping all parties, both client and Adviser, fully updated on case progression by proactively pursuing cases by liaising with provider to obtain updates
• Managing routine client communications and build a trusted relationship with clients via phone and e-mail
• Booking client review meetings
• Creating and maintaining consistent and accurate client records
• Review client’s portfolios on an annual/biannual basis and produce reports

Essential experience 

• 3 + years' experience working in a wealth management firm with Knowledge on pensions, investments and dealing with multiple providers

• Experience in Producing Valuation Reports for Clients
• Ability to use own initiative Exceptional organizational skills
• writing Suitability reports/letters at a high level of detail and complexity
• Experienced in using Intelligent Office back-office system.
• Interpersonal skills to include good written and verbal communication.
• Great time management skills and the ability to organise and prioritise own workload.
• Able to work to a high level of accuracy.
• Customer and quality focussed.
• Good telephone manner with the ability to build rapport and provide excellent customer service.

Benefits 

• Hybrid working 3 days in the office, 2 from home
• Training & Exam support- Full support with professional qualifications
• 21 days holiday increasing one day for every year of service, up to a maximum of 5 days extra up to 26 days after 5 years
• Company pension
• Discretionary bonus