Job Description

To provide full administrative support to one or more advisers allocated and in turn deliver a professional, compliant and effective client service with a high focus on quality and accuracy.

Key Responsibilities

• To be the first point of contact for clients.
• Provide an excellent telephone-based service to clients both external and internal together with third party providers.
• Arrange client meetings and prepare client meeting packs to support allocated adviser(s).
• Processing and monitoring of all new business (both for new and existing clients).
• Ensure that financial transactions are completed correctly and files are fully FCA compliant.
• Manage and track pipeline activity providing regular progress updates to both client and adviser(s).
• Handle all ad-hoc valuation requests in a timely, compliant manner, meeting agreed performance standards when produced.
• Contact and liaise with relevant product providers/third parties to obtain accurate policy information for ad-hoc valuation production.
• Liaise with clients, solicitors and accountants as necessary in order to obtain relevant information and resolve queries.
• Handling the distribution out of letters of authority and correspondence to clients, professional introducers and other third parties.
• Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately.
• Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments.
• Screening and dealing with the adviser(s) post, e-mails and phone calls.
• Ensure that all tasks on CURO are completed in line with company policy and procedures.
• Develop and maintain effective relationships with colleagues and third parties.
• Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested.
• Be aware and act upon any compliance, risk and quality issues.
• Provide recommendations/improvement ideas to increase operational efficiencies within the team.

Benefits

• Company discretionary bonus scheme;
• Full time hours Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
• 24 holidays (increasing to 26), plus 2 days christmas shut down;
• Company Pension scheme;
• Private Healthcare*;
• Group Income Protection;
• Life Assurance;
• Wellbeing Programme;
• Bike to work scheme;
• Eye Care Scheme;
• Full support with professional qualifications*;
• Career progression available.

• after qualifying period

Required Knowledge, Skills, and Abilities

Strong experience of operational experience within the Financial Services industry. A desire to further develop knowledge and to undertake relevant examinations to support understanding within the role. Minimum of Certificate in Financial Administration (CF1) or equivalent. Proficient IT skills in core Microsoft Office systems. Organization and prioritization skills. Excellent verbal and written communication skills with an eye for detail. Professional telephone manner.