Key Responsibilities:
* Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate
* Issuing letter of authorities (LOAs) to providers
* Chasing financial institutions to provide requested information
* Telephone liaison with Administration Centres and Paraplanners
* Drafting and proof-reading documents, including client correspondence, presentations, illustrations etc
* Creating and updating client records and our databases with financial and personal data
* Maintaining and accurately updating the CRM - using it to effectively manage the business workflow
* Deciphering policy information and inputting into the company CRM
* On boarding new clients to our company CRM
* Preparing client files for review meetings
* Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
* Completing illustrations and applications for new business
* Processing New Business and chasing through to completion
* Processing Application forms
* Complete an audit at the end of each case to make sure that all documents are where they are supposed to be
* Manage the compliance requirements of the business – Ensure new business and client files are fully compliant
* Maintaining accurate computer records
* Managing company compliance records
* Managing the new SJP meeting review process
* Managing business pipeline
* Learning to write basic Suitability Letters
* Assisting with marketing administration
* Other adhoc duties
Experience and Qualifications:
* Previous experience within a Financial Planning role
* Must have a can do attitude
* Must be flexible and adaptable
* Exceptional attention to detail is paramount
* Excellent written English, numerate and analytical
* Strong organisational skills
* Ability to use own initiative and Multi task
* Able to work additional hours when required
This position will be an office based role.
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