Client Advisor Support - Newcastle upon Tyne, United Kingdom - Amour Recruitment

Amour Recruitment

Verified Company

Newcastle upon Tyne, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

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Description

Are you a strong, organised administrator with Financial Planning experience? Are you looking for an exciting opportunity with an innovative Wealth Management company? Then we may have just the opportunity for you

As the Client & Advisor Support, you will work closely with Wealth Planners, playing a key role in ensuring that both Wealth Planners and clients are fully supported through the new business process.

You will explore opportunities for referrals and professional connections, adding value to the achievement of business targets.

The Role:

Onboarding new clients, adhering to AML/GDPR regulations
Processing and chasing of Letters of Authority
Obtaining completion of relevant forms
Submission of all business to various platforms
Chasing through cases submitted to providers
Communicating regular updates to clients
Producing relevant correspondence
Previous Financial Planning Administrator experience
Excellent written & oral skills
Able to work to deadlines whilst producing accurate, recorded work
Able to prioritise workload & recognise the service level demands
Excellent organisational skills required
Not afraid to challenge and 'manage up' when required
Excellent use of Microsoft Word, Excel and PowerPoint

This role is office based, pays up to £25,000 per annum with 25 days holiday, plus 8 bank holidays. Hours of work will be Monday-Friday.

Benefits include discretionary annual bonus, private medical insurance several excellent voluntary benefits.

Job Types:
Full-time, Permanent

Salary:
£25,000.00 per year

Benefits: