Job Description

This role is client facing and is essential in ensuring we continue to deliver high levels of customer service and support to our advisers and clients. A high attention to detail will be key as you will deal with complex financial transactions for pensions and investments.

• Be the first point of contact for clients delivering first class professional service. 
• Manage relationships with Partners and Paraplanners to ensure that we are able to deliver against a client’s expectations and highlight any concerns or potential issues.
• Collate all documentation and prepare personalized client packs for Partners prior to client meetings.
• Obtain regular updates from the providers until the plan is in force or the investment has been made, keeping the client and Partner updated.
• Input any electronic applications forms as required.
• Obtain information from providers on clients existing financial arrangements.
• Input all client information into Intelligent Office system and ensure all tasks are recorded and acted upon within the agreed timescales.
• Ensure that the client file is compliant.

What we offer you:

• 25 days holiday (increasing by an additional day per annum up to 30 days)
• Matched contributory Group Personal Pension of up to 7.5%;
• Life assurance of up to 4 x your salary;
• Interest free season tickets loans, eye care and childcare vouchers.

Required Knowledge, Skills, and Abilities