Business Services Coordinator - Whiteley, United Kingdom - Eight Wealth Management Ltd

Eight Wealth Management Ltd

Verified Company

Whiteley, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Business Services Coordinator

£24,000 - £26,000

Eight Wealth Management - Whiteley

The main role of the trainee Paraplanner is to ensure the ongoing reviews are generated for our Advisors and processed correctly in a timely manner

The role will include:

Collating client information while helping maintain an excellent compliance record
Preparing high quality and compliant ongoing review / suitability letters and supporting documents
Preparing illustrations and reports for client meetings
Producing critical yield calculations and income sustainability calculators
Using Salesforce to create and update client information.
Managing cases to completion and working with internal processing systems
Ensuring all business obtained is being processed compliantly and in a timely manner
To work closely with Advisors and the rest of the Paraplanning Team to ensure that all required activities are completed in a timely manner
To communicate effectively with all advisers and staff to ensure that we maintain our high level of client service
Any other tasks, as required from time to time, for the effective running of the business

Desirable knowledge & skills

Company Systems knowledge
Outlook/Microsoft/SJP Intranet/iBusiness

Technical knowledge

Pensions and Investments
Detailed knowledge of Adviser client base and an overall knowledge of other client accounts

Product Awareness

ISA, Investments, Bonds, Trusts, Gifts, Retirement Accounts
Diary management (Outlook)
Awareness of other team members roles and how they all collaborate and work together.

Job Types:
Full-time, Permanent

Pay:
£24,000.00-£26,000.00 per year

Benefits: