Client Advisor Support - Newcastle Upon Tyne, United Kingdom - Amour Recruitment
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.
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
Benefits include discretionary annual bonus, private medical insurance several excellent voluntary benefits.
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