10 Month Fixed Term Contract
Career
Do you want to be valued for what you do? Do you have experience working in a Wealth Management or Financial Planning environment?
We pride ourselves on helping our people understand the bigger picture and get involved in a variety of work. This is an excellent opportunity to work in a friendly team in a growing business, where you can make a real difference.
About the Role
Working in our Manchester hub, you will support our Advisers with everything from diary management and admin support to handling client calls, case management, and building client relationships, making this a valued role.
This is a hands-on role, with a team that cares about your progress. We have the benefit of a small friendly local office, but also part of a larger up-and-coming UK-wide brand.
Accountabilities
* Liaise with 3rd party providers for policy details and obtaining policy illustrations.
* Process new business applications.
* Co-ordinate financial planner’s diaries and arrange client meetings.
* Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs.
* Respond to email enquiries and liaise directly with clients.
* Send prepared information and reports to clients.
* Ensure all data entry is completed accurately and within specified timelines.
* Collaborate with team members to refine processes and strategies.
* Contribute to the development and upkeep of our digital platforms.
* Support Financial Planners and clients with technical and financial planning enquiries.
* Produce accurate and detailed documentation using our bespoke client management system.
Skills and Experience
* Experience in a Wealth Management, Financial Planning, or IFA firm.
* Previously used a CRM (we use XPLAN) and comfortable delivering via our systems.
* Intermediate Excel skills - VLOOKUPs, Pivot tables.
* Good communication skills, comfortable with numbers, and highly organised.
* Capable of fact-finding and analytical thinking.
* A desire to do a great job!
* Love being part of a team and doing work that matters.
Benefits
* Competitive Pension Scheme - we contribute 6%, you 3%
* 26 days holiday plus bank holidays
* Private Medical Insurance
* Life Assurance (4x)
* Group Income Protection
* Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and allows you to develop and grow.
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