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PB Recruitment Consultants Ltd
Chelmsford, Essex, United Kingdom
4 days ago
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1 - 25 Results of 200
PB Recruitment Consultants Ltd
Chelmsford, Essex, United Kingdom
4 days ago

Description

A leading, highly reputable, and successful multi-office Independent Financial Planning Firm currently requires an experienced and qualified Hybrid Wealth Client Executive, an IFA Administrator to join its friendly team, on a hybrid basis in either, Chelmsford, Cheltenham, or Bath This is a HYBRID role, with and extremely comprehensive benefits (see foot of advert), base salary to £35,00 Purpose of Role: To deliver comprehensive support to Financial Planner(s) whilst delivering excellent service to customers and colleagues Overview Customer Service Engage with customers and build strong, professional, lasting relationships. Handle all incoming calls/emails in a professional and efficient manner. Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner. Record annual review dates on the back-office system and monitor regularly. Plan, book and prepare for all annual review meetings ensuring none are missed. Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect Help clients to register for, navigate and update their account on the Personal Finance Portal.Wealth Management Administration Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries. Ensure all iO Lead and Client/Plan data and appropriate Opportunity/Service Case/Tasks are accurate and collating information in line with Financial Planner's requirements. Collate and pre-populate New Business / Servicing forms and application packs. Process all new business ensuring all transactions are tracked through to accurate and timely completion. Create and update client platform account records. Deal with technical queries relating to Money Laundering checks including Referrals & Beneficial Owner queries. Issue progress reports to customers at regular intervals when dealing with lengthy transactions. Produce and issue client fee invoices. Proactively review investment portfolios and platform accounts on a regular basis ensuring that all are in order and any necessary work is carried out e.g., topping up of cash accounts/checking cash invested correctly.Essential: Previous experience of working in a similar role Previous experience of working with Investment Wrap Platforms Extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint Experience of delivering accurate, relevant, and timely information Experience of working in a small to medium sized financial services environment Experience of using iO back-office system Experience of working with a Discretionary Fund ManagerEssential Skills & Qualifications: Strong interpersonal, communication and customer service skills Excellent diary management, planning and organisational skills Proven ability to work on own initiative Excellent telephone manner Proven high level of customer service. FPC 1 and 2 (RO's) or equivalent CF qualifications obtained Good working knowledge of Microsoft office systemsWhat's in it for you?? Hybrid working Base to £35,000 25 working days in addition to the normal English Bank and Public Holidays, in addition 1 extra day's holiday for each year of service up to 28 days. Holiday buy and sell scheme where you can buy an additional 5-day holiday per year. Company Funded Group Life Assurance - from start date 4 x Salary at date of death. Company Funded Group Pension Scheme - Deferred 2 months after start The employee will make a 3% contribution and the company will contribute 5% if the employee opts out of the scheme they may still be assessed for auto-enrolment purposes. The Employee is eligible to make personal contributions via salary sacrifice. Company Funded Private Medical Insurance - after probation With Bupa, single life cover. Company Funded Cash Plan - after probation Health Shield Tailored Cash Plan All employees entered on level 1 company paid for in line with PMI cover - same rules apply. Company Funded Group Income Protection - after probation

Job Information

  • Job ID: f14adde5-3844390018
  • Location:
    Chelmsford, Essex, United Kingdom
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