Job Description

The successful candidate will work within our Service department coordinated by our Client Services Manager. Our programme trains and mentors the candidate for an intensive three months, where they will be expected to work in multiple roles within the department, to get a true feel for how the company operates and evolves. In this way, the candidate should be confident in their ability to be flexible and adaptable. The candidate’s role primarily, is to assemble and organise client policy information at the necessary points in a client journey, to support the role of the Paraplanners and Advisors.

More specifically the role entails the following:

Correspond with policy providers on behalf of the client

Correspond and be a general liaison with the client

Submit any new business on behalf of the client

Facilitate the annual review process of our clients

Process new client information in preparation for their first report meeting

Using the programmes Analytics, Prestwood and Microsoft Office to provide clients with an overview to their investment performance (training provided).

Required Knowledge, Skills, and Abilities

High level of experience in administration within a financial sector is required. For example: Has worked for an IFA before or Part of a technical team within a financial services company or Administration role within pensions / investments / insurance – technical knowledge of a high level Excellent IT skills in MS Word & Excel The ability to work under pressure to deadlines