Job Description
Brook Street are working with a highly reputable company in South Wales who are leaders in the Insurance and Wealth Management services. The role would ideally attract candidates with at least 3 years experience in a Wealth Management/IFA capacity at either Client Manager or Administrator level. The role is Monday to Friday, 9-5 and offers Hybrid working after the first 6 months of employment. This will be fast-tracked for candidates exceeding expectations.
Responsibilities:
1. Manage workload to ensure appropriate prioritisation.
2. Interact with clients and providers to collect and collate information regarding enquiries, alterations, and ongoing reviews.
3. Manage the review schedule and prepare client review documents.
4. Prepare documentation for client review meetings and arrange those meetings.
5. Provide ongoing information to clients and providers about current policies and arrangements.
6. Process new business and top-up applications, correspondence, and adjustments efficiently and in accordance with FCA procedures.
7. Check all documentation for accuracy before issuing to clients or relevant parties.
8. Handle debt management to ensure fees are collected and allocated correctly, keeping the Head of Wealth Management informed of any issues with bad debts.
9. Assist the Finance Team with accounting queries, cash allocation, and account settlements.
10. Maintain accurat...