Do you have experience of working in a regulated environment, e.g. financial planning, banking, pensions, investments, do you want to work for a personable, engaging and rewarding organisation, then please read on…
My client is an award winning advice firm with offices across Norfolk and Suffolk, they have been established for almost forty years.
My client is seeking a Financial Services experienced candidate who has spent time working in private client. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially.
Role Purpose
You will provide administrative support to the Private Client team, to ensure that they have timely and accurate information.
To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems.
Key Responsibilities
1. To generate quotes from various providers
2. To assist in the formatting of data from clients and eligibility, and upload for scheme processing
3. To prepare meeting packs for consultants, including governance meetings
4. To complete post meeting housekeeping - including actions and updating systems where directed.
5. To assist with administering new and existing schemes and respond to scheme queries
6. To...