Job Description

This role requires:

• Strong administrative / wealth planning administration organisational skills
• Excellent written and verbal communication skills
• Good knowledge of Microsoft Office
• Accuracy and attention to detail are key

Key Responsibilities:

• Processing of new business and documentation in accordance with the agreed service and quality standards.
• Ownership of full life cycle of transacted business.
• Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations, illustrations.
• Point of contact for clients, to liaise on behalf of appointed adviser/s.
• Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
• Inputting and ongoing maintenance of data on internal systems ensuring the information is accurate and up to date.
• General administration, ensuring the client service is of a high standard.
• Monitoring own workflow and assisting colleagues where required.
• Producing ad-hoc client valuations.
• Liaise with other departments, offices and colleagues in a polite and professional manner.
• Dealing with adviser charge, fee and commission enquiries.
• Strong broad knowledge on the products and providers available on the open market.
• Provide support to the Business Support Supervisor.

Required Knowledge, Skills, and Abilities

Are bright, well presented, friendly and personable Are self-motivated Are flexible and adaptable Are honest and trustworthy Are efficient, punctual and presentable Possess cultural awareness and sensitivity Demonstrate sound work ethics Are conscientious, reliable and with work follow-through Are a resourceful and creative problem solver Are able to maintain strict confidentiality in performing your duties