A Boutique Wealth Management firm based in Stansted Mountfitchet is seeking an experienced Junior Financial Planner/ Client Services paying up to £42,000 plus benefits, to support their team of advisors.
This is a really great opportunity for a candidate who comes from an IFA background to work in a firm that really does set itself apart in the industry. Putting its customers and working culture at the heart of their business.
The Senior Administrator will be supporting the Advisors, supporting clients as well as giving some financial advice, so good knowledge of SiPPs, IASs, on-shore and off-shore accounts is necessary:
Provide friendly and professional first point of contact for clients, establishing strong client relationships. Organise existing and prospective client meetings, including the Financial Health Assessment (FHA) process.
Prepare client documentation in advance of and following client meetings
Manage client service needs, preferences, and expectations to ensure client satisfaction
Liaise with other team members on work progress for all client live activities and keep clients informed
Ensure that relevant service components (as per client agreements and service propositions) are delivered throughout the year and in a timely manner
Oversee and manage ongoing client servicing requests.
Preparation & Maintenance of Client Files as per FCA regulations
Confirm client risk profiling is determined, up-to-date and recorded including liaison with th...