Client & Adviser Support - Derby - Ilkeston, United Kingdom - atomos
Description
We are looking for an experienced Client & Adviser Support to join our Derby Hub in Ilkeston.
Career
Ideally, you will have experience working within an IFA / Financial Planning firm and hold strong administrative skills with PA support experience.
Day to day tasks will include producing valuations, processing new business, supporting Financial Advisers with diary management, booking appointments, and liaising with clients and providers.
About the role
Reporting to the Hub Team Leader, you will help support our Financial Advisers, clients, and hub teams in this role.
Accountabilities
- Support Financial Advisers to seek out and nurture opportunities for new business and referrals
- Assisting Financial Advisers to maintain and manage their client banks according to segmentation and service proposition
- Keep abreast of Financial Planning and Hub targets, adding value to their achievement
- Ensure client reviews are conducted in a timely annual basis
- Preparing all documentation required for meetings and processing and reviewing all completed documents
- Onboarding new clients and existing clients into new products and solutions. Including submission of cases onto our platforms and to 3rd party providers
Skills and Experience
- Experience in providing administrative support within a Wealth Management or Financial Planning firm
- Experience in using Intelligent Office, XPlan or similar would be advantageous but full training will be provided
- A skilled communicator who can interact with clients in a friendly and professional manner.
- Able to work to regulated deadlines whilst producing accurate work
Benefits
- Hybrid working 3 days in the office and 2 days at home
- Pension 6% employer and 3% employee
- 25 days holiday plus your birthday plus bank holidays
- Private medical insurance
- 4 x Life Assurance
- Group income protection
- Working anywhere for up to 4 weeks
We work in an agile way and you might be involved in lots of different tasks or projects whilst working for us.
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