Job Description

The main purpose of the role is to provide administration support to a team of Wealth Managers for the company's individual & corporate client and working with the team on delivery of exceptional service to clients. You will be also be working independently on additional tasks/projects for the benefit of the Wealth Management Team. Career progression is supported, and full CII study support is available.

Key Tasks and Responsibilities

* Issue Letters of Authority, in order to gather plan information for various policy types.
* Track and manage Letters of Authority (and any queries) through to completion.
* Submission of new business application forms/paperwork where required.
* Completing all aspects of the Annual Review process.
* Pre-Report policy information data harvest.
* Dealing with Ad-hoc pre-sale queries generated via the Admin mailbox.
* Completing client Money laundering verification process.
* Issuing policy documents and case closure letters.
* Deal with telephone and email queries generated by clients or providers;
* Be compliant in all activities in accordance with regulations and standards of Creative the FCA and any other relevant regulatory bodies.

Required Knowledge, Skills, and Abilities

* Knowledge of pensions and investments required. * Experience in a similar role required. * Excellent organisational skills. * Ability to prioritise workloads essential. * Team player who likes variety in their job and works well in a small team. * The ability to work flexibly will be required. * Good verbal and written communication skills. * Excellent personal skills in order to work with a range of colleagues and clients. * Competent in MS Office packages including Excel, Word and Outlook. * Keen to learn & progress. * Advantageous but not essential - Knowledge of Adviser Office.