Job Description

To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants
Providing administration support in relation to transfer of servicing, involving the issue of signed letters of authority to providers, obtaining relevant policy information and producing summary sheets to allow sales consultants to conduct efficient client meetings
Providing an effective link between the provider and the consultant ensuring that consultant’s are kept up to date with all matters relating to their client’s financial affairs
To clearly understand the make-up of all products and the service that you are required to deliver to each consultant
Ensuring that Intelligent Office is used effectively and accurately by the team and that client records are kept up to date with all relevant information
Manage your workload ensuring that activities are dealt with within agreed SLA’s and consultants are updated with any delays / progress on cases where appropriate
To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time

Required Knowledge, Skills, and Abilities

Basic knowledge of all products and funds falling within area of responsibility. Ability to build relationships with consultants and ensure an effective relationship is maintained.Certificate in Financial Services/Planning. Intermediate skills in Intelligent Office.