Job Description

• Performing all client onboarding tasks
• Performing Anti Money Laundering checks
• Managing admin queries
• Scan paper Client Financial Reviews (CFR) to client files and input data onto the digital database
• Managing new business submissions – submit applications and manage cases to completion
• Chase clients for funds, applications, and any required documentation to enable business to be submitted
• Preparing and writing Suitability Letters for new investments
• Managing pipeline for business submitted not yet issued
• Managing e-greeting cards/Birthday cards
• Managing post
• Liaise with advisers/admin Centre’s/third party providers on any business submission or admin queries
• Action surrenders/encashment/premium amendments
• Maintain accurate and up to date client information
• Help to run a paperless office e.g. scanning documents and loading client information onto the digital database.

Benefits

• Competitive Salary
• Annual Bonus
• Competitive holiday allowance
• Pension after qualifying period
• Travel to work scheme
• Birthday Lie in
• Ad-hoc incentives

Required Knowledge, Skills, and Abilities

Attention to detail with absolute precision. Analytical and logical approach. Professional, friendly and an approachable manner to clients and colleagues. Self-starter who is able to use own initiative. Highly motivated. Enjoys and has experience in administrative tasks. Broad experience of Microsoft Office (Word, PowerPoint, Excel). Experience of working in the financial sector is desirable but not required.