My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Norwich.
Key responsibilities:
You will provide day-to-day administrative support and liaison with Financial Planners / Wealth Managers, including set up of policies and Trusts, providing documentation required to enable changes to income/withdrawals, premiums and funds, preparing meeting packs, processing changes to client details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager, etc.
You will produce plan information on request and proactively, liaising with product providers appropriately.
You will liaise with Paraplanners to ensure that client reports are issued in a timely manner.
You will communicate with clients using all methods, whilst being able to handle complex and sensitive queries which may have been delegated to you by the Financial Planner / Wealth Manager.
You will accurately maintain client information, ensure all administrative work is diarised and actioned in Intelliflo Office (IO) and all relevant correspondence is attached and recorded.
You will respond to client queries promptly and clearly.
You will process business documentation, including set up of new policies and plans and dealing with any applicat...