Financial Services - Hook, United Kingdom - Buckle and Partners

Buckle and Partners

Verified Company

Hook, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Experience:

Must have St James's Plan Administration experience and be competent in Word/Excel/Salesforce/Good phone manner

Key Responsibilities & Day-to-day work tasks:

Annual Planning Meetings:
Send out update packs.
Preparation for meeting.
Taking the notes post meeting.
Preparing the Financial Plan.
Overseeing agreed follow ups.
Group Scheme Renewals:
Overseeing the quotes when Group Schemes renew.
Preparing the Corporate Confidential Financial Review (CFR) and Suitability Letter.
Trust Forms:
Prepopulating and sending out Trust forms.
Coordination with providers to ensure the Trust forms are logged correctly.
Estate Planning Liaison:
Organising the quarterly 'Estate Planning Days' for clients.
Overseeing the follow ups.
Protection Applications:
Obtaining quotes for client meetings.
Quality of Documentation:
Providing backup for CFR, Suitability Letters and advice sets.
Point of sale packs.
Office:
Overseeing LOAs with PlusGroup.
Answering the phone.
Scanning and distribution of post.
Welcome Screen.
Help to Meet & Greet Clients/Drinks.
Anything else required.
Completion of regulatory training.
Completion of timesheet.