Client Support Associate - London, United Kingdom - LIFT-Financial Group

LIFT-Financial Group

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

We are looking for someone to provide a dedicated, accurate and efficient sales support service to the business.

Principal Accountabilities:

Providing an efficient new business processing service for sales consultants, completing trades/fund switches, liaising with product providers and ensuring that new business is set up correctly
Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings
Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
Ensuring that all client information is stored on the relevant system, and it is updated accurately and timely checking that all compliance requirements are met
Preparing invoices for work completed for clients
Issuing original policy documents to clients where appropriate and checking that copy documents/contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client
Provide postmeeting administration support to consultants ensuring that all work is completed within agreed timescales
Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity
To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time

Essential requirements:

Basic knowledge of all products and funds falling within area of responsibility
Ability to build relationships with consultants and ensure an effective relationship is maintained
2 years of previous experience working for an IFA
CF1

Desirable requirements:

Why work for LIFT?

A competitive salary
23 days holidays, increasing to 24 days when you reach 3 years of service, and 25 days when you reach 5 years of service. Plus opportunity to buy up to an additional 5 days each year
Birthday day off
Hybrid working 3 days in the office/2 days WFH
Permanent Health Insurance
4 x Death in Service
5% employer pension contribution
Annual discretionary bonus scheme
Exam and study support
Quarterly staff recognition awards
Quarterly social events

Lift-academy