Business Support Executive - London, United Kingdom - Hymans Robertson LLP

Hymans Robertson LLP

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Business Support Executive

Hymans Robertson Investment Services (HRIS) is a Discretionary Fund Manager (DFM) which will be celebrating being 2 years old in April 2023 where we have achieved significant growth within the team.

This role of Business Support Executive is a new and key role in our expanding distribution team.

We have recently increased the number of Relationship Directors (RD's) from 3 to 6 and as a result we are looking for a Business Support Executive to support our Relationship Directors in delivering excellent levels of service to our clients and prospect firms.

Part of this role will require travel between our Hyman Robertson's offices in London, Birmingham, Edinburgh and Glasgow.

Key Responsibilities
You will be supporting our Relationship Directors with the following:

Monthly live and back tested performance production
Prospect comparisons and data requests
Attend meetings with Relationship Directors and own assigned actions alongside issuing follow up documentation post meeting
Quarterly client reporting and performance analysis
Manage our Customer Relationship Management (CRM) system ensuring relevant data is held and kept up to date
Competitor analysis and market updates from the broad market
Analyse campaign data and work with Relationship Directors on contact strategy
Communicate and provide input to articles for our clients/prospects and ensure our website is up to date, maintaining a record of all communications
Upload new documents/articles to internal SharePoint site ensuring audit trail of documents is kept and updated where needed
Ad hoc administrative duties to support our Relationship Directors
Adhering to the firm's Information Security standards, policies and procedures

You will also support our Core client firm onboarding with the following:

Preparing relevant client onboarding forms such as Anti Money Laundering forms
Maintaining CIM and other internal platforms
Liaising with our internal operations team to ensure clear lines of communication

About you

We are looking for individuals with the following:

Extensive industry and market knowledge within the IFA market.
Commercial awareness of the market opportunities for Hymans and firms within our target market
Understanding of the regulatory changes within the market and the implications for our target firms and Hyman Robertson Investment Services
Excellent communication skills in both oral and written format
Have a positive and proactive approach
Excellent organisational and time management skills
Strong listening and analysis skills
Ability to be agile and responsive to business requirements and issues