Job Description

The Key responsibilities of the role will include

• Accurate and timely processing of new client and / or new portfolio set ups, including, but not limited to, ongoing fee shapes/structures, reporting pack settings, income preferences/bank account recording and all other applicable data items.

• Internal and external mail collection and dispatch for clients whose post is received in Northwich

• Scanning of incoming mail on relevant document management system.

• Accurate and timely processing of payment in expectations, covering regular and ad hoc events, including initial fee processing and CITS Administration fees.

• Setting up of Direct Debt instructions for new clients in accordance with the Direct Debit Guarantee.

What's on Offer

• Pension - Group Stakeholder Pension Plan provided by Friends Life; 5.3% employee and 10% employer contribution
• Life assurance - 4 times annual salary
• Private Medical Insurance
• Annual Leave - minimum of 25 days as standard with the opportunity to buy up to 5 days additional annual leave every March
• Plus further benefits including competitive family friendly offering , information available upon request

Required Knowledge, Skills, and Abilities

Keen attention to detail (system and non-system). Ability to work quickly and accurately within very tight deadlines. Good team player with the ability to work on own initiative. Flexibility and availability to work overtime during peak workload periods. Good communication skills (written and verbal) Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with investment products and platforms.' Previous data entry and paperwork checking experience desirable. Previous experience working in a busy mail room environment, dealing with incoming and outgoing mail would be a great advantage. Previous experience of dealing with high volumes of confidential client paperwork and involvement in scanning documentation onto a document management system would be an advantage.