We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.
The company has its own in-house discretionary investment proposition too, allowing the selected Discretionary Fund Manager to control client’s investments. With offices in London and the Midlands the firm continue to go from strength to strength.
The Role
The role has a wide and varied range of responsibilities to include:
Submission of new on line applications / top ups and processing of paper based applications for life, investment, platform and pensions business
Oversee management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team
Assist the Review Team with preparation of client Portfolio Valuations (PRs) and Annual Reviews (ARs) in overflow situations
Prepare Platform withdrawals / fund switches / transactions
Obtain life, investment and pension quotations using research tools
Present quotations to advisers along with relevant data and documents required for the advice to be provided
Provide on-going administration of platform and non-platform based investment and pension products including Sipps and SSASs
Liaising with clients, solicitors, accountants, life offices, lenders and platform providers by telephone, e-mail, fax and letter
Handle client administration enquiries
About You
You will have a professional, positive mindset and a desire to develop your career within Financial Planning
Experience from within an IFA office essential
Experience with IO, back office CRM system highly desirable
Have a good working knowledge of platform providers
Well organised with a basic technical knowledge of the products for the job role
Strong IT skills particularly MS Excel
Excellent customer service skills, delivering support in a professional and courteous manner
Achieved min Level 6 and above in English and Maths
Financial Planning Client Services Executive, London (BW-1652)
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