Our client are a Wealth Management company based in Cambridge. They provide wealth management, investment planning, and retirement solutions, and ensure that their clients financial journey is not just successful, but also secure and sustainable.

Job Responsibilities

Client servicing

- Prepare annual review meetings

- Initiate reviews using CRM reminder and CRM system

- Send LOAs for signing & request information

- Arrange meeting with the client and prepare meeting file

- Review report

- Prepare recommendations for paraplanner and implement recommendations

- Platform & CRM maintenance

New clients

- Initial onboarding

- Arrange meetings with new prospects

- Follow-up summary

- Issue and send LOAs - with tracking

- Client updates on progress

- Prepare recommendations for paraplanner and implement recommendations

- Platform & CRM maintenance

- Welcome pack/app registration

Communications

- Send quarterly updates and send ad-hoc updates

Mortgages.

- Send mortgage reviews (beginning of each month)

- Track reviews - book in calls with adviser

New business

- Onboarding

- Update fact find

- Assist with sourcing (if requested, and not essential - training/development area)

- Request payment details for fees

- Upload new business to CRM

- Generate invoices and track payment

- Assist with submissions (if requested, and not essential - training/development area)

- Prepare suitability report for completion by adviser (training/development area)

- Introductory email to solicitor and estate agent

- Arrange protection meeting/call

- Gather regular updates from lenders

- Update clients on the progress of the application

- Monitor and process rate changes - review pipeline, communicate with clients, process rate changes, update CRM

- Contact solicitors for updates (remortgages)

- Update CRM on completion