Job Description

Our client is extremely dynamic and provides an environment for career motivated people to thrive, you will be provided with a highly competitive basic salary, and market leading benefits along with a structured career path.

This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within the exciting and buoyant Wealth Management industry. Daily duties will consist of;

• New Client input into Client Database
• Creating New client packs
• Check Fact Find fully completed
• Input Fact Find details into Client Database
• Prepare & sendoff authority letters and send to client for signature
• Input policy details of existing plans once received from providers
• Add Activity entries/workflows
• Check all Anti Money Laundering information is current and relevant checks have taken place
• Check Fact Find/Client Agreement/Letter Of Engagement is signed and dated
• Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation
• New Business Submission
• Submit new business to provider or submit applications on line
• Enter details of case into Client Database
• Track new business and current position, updating Planner/Para planner accordingly
• Ensure all new business has been checked and been signed off (if required)
• Prepare for Client Review
• Update cash flow models in preparation for review meetings

Work remotely:

• No

Required Knowledge, Skills, and Abilities

The successful candidate will need to have previous experience working within a financial Services environment. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulations skills. Our client is looking for someone with a can-do attitude, who is self-motivated, efficient and hardworking and has the ability to work within a faced paced busy, professional and growing firm.