Financial Services Senior Consultant at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
I have a new and exciting opportunity available with a Wealth Management Client in Reigate, who are currently seeking an additional Insurance and Protection Administrator. This would suit someone with 1-2 years + experience in an IFA / Wealth Management business, supporting Financial Advisers and Mortgage Advisers. Exam support is also provided. Job requirements below:
* Provide high level technical and administrative support to the Advisers;
* Deal effectively with queries from clients and other parties through effective communication;
* Ensure that files are complete with all required client documentation, so advice sets can be submitted correctly;
* Assist advisers and clients with their applications;
* Write accurate and professional suitability letters;
* Set up New Partners on our CRM system, linking any referred clients;
* Book client appointments;
* Maintain accurate computer records and follow the company’s compliance process at all times;
* Help to progress clients’ applications by liaising with insurance companies, GP surgeries, consultants and companies who arrange medicals for clients, then updating the client of progress;
* Update information and creating tasks as required on the CRM system;
* Liaise with other departments, as required;
* Send out trust forms, assisting clients with completing them, checking trust forms are correct when returned and if not liaising with the client to correct errors. Sending trust forms to insurers and documenting the process on the CRM system;
* Any other duties that may be required.
Seniority level
Associate
Employment type
Full-time
Job function
Administrative
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