Job Description
Our client is a well-established asset manager, providing Investment and Financial advice. They are looking to expand their current team.
Job Purpose:
Th role supports advisers and clients alike in their goals. Reporting to the Assistant Manager within Adviser Practices. Adviser and Client Support for new business and client servicing.
Main Duties:
- Managing leads with the Client Relationship Management (CRM) system
- Accurate and timely data entry on to CRM
- Arranging appointments and diary management
- Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings
- Call management/ Client contact
- Data Collection on client portfolios
- Checking new business paperwork, banking cheques, scanning documents
- Submission of new business to Platform and Off-Platform administration teams
- Managing cash balances and cash movements
- Updating static information - change of name, address etc.
- Preparing valuations
- Assisting Advisers with fact find input
- Archiving documents
- Handling and administration of Incoming and Outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
- Task and workflow management on back office system
- Awareness and ability to apply the Practice Manual methodology
- Document Management
Skills & Experience required:
- Previous financial services experience
- Excellent attention to detail
- IT skills
- Team Player
- Good communication skills - verbal and written
- Excellent record keeping and reporting capabilities
- Proactive nature to gain efficiencies
- Ability to multi-task
