Operations Executive, Chelmsford (NT-1928)

We are delighted to be working with this firm of financial advisers and planners who look to go the extra mile when building long term relationships with their clients. 

General Overview

• Varied role within a busy Operations team who cover a range of responsibilities.
• Key responsibilities involve arranging client transactions, providing valuations, switching funds, providing support for CRM system, booking appointments, and adhoc projects.
• Full training will be provided and the opportunity for sponsored financial services relevant exams.

Key Responsibilities

• Client Transactions
• Creating Illustrations
• Money Laundering checks and producing ML Certificates (MLC)
• Produce Transaction Confirmation letters
• Dealing with associated Client queries

Intelliflo Back Office System

• Ensure all data is captured and entered accurately
• Adding and updating client details/policy information
• Provide support to clients registering for the Client Portal
• Creating template letters
• Providing support to internal colleagues

Annual Review Packs

• Supporting Advisers, providing them with up-to-date client information for Annual Reviews
• Drawdown Reviews
• Sending annual client letters to update on their Drawdown policy
• Provide cover for Appointments booking as necessary including:
• Sending dates to clients/prospects and updating meeting room calendar

Client Requests

• Provide valuations on request.
• Any other adhoc client requests
• Ad hoc projects as needed.
• Sending client mailers, marketing projects, producing MI reports, advising clients of budget changes, rebalancing, ad hoc checks on investments

Benefits

• Workplace Pension
• Discretionary Company Bonus of £100 per month
• 22 days holiday + bank holiday + “free” holiday between Christmas and new Year
• Free parking
• Beautiful grounds and gardens which staff can use for lunches etc
• Typically free lunch once a week on a Wednesday
• Full sponsorship of exams to become Level 4 qualified with time off for study