Client & Adviser Support - Marlow - atomos

atomos

Verified Company

Marlow, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are looking for an experienced Client & Adviser Support to join our Marlow Hub.

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 Manager, 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