Do you love planning and organising? To-do lists and diaries? A strong eye for detail? Reviewing documents and checking the accuracy of your work (and others?)? This could be the role for you.
Join this fast-growing IFA practice as a Client Review Coordinator. Working within the Service Delivery team, the primary function of the role will be the timely delivery of the client annual review process, and to support your team with the administration required to provide clients with a high standard ongoing financial planning experience.
The role is based in their office in either Surrey or Hampshire. The firm offers flexible working / working from home some days of the week.
Salary is £25 – 30k depending on experience.
Key responsibilities
• Scheduling and carrying out the preparation work for annual client meetings to include:
– Contacting clients and arranging review meetings
– Managing the time and diary of the financial adviser
– Obtaining valuations from providers
– Confirming contributions and withdrawals for varying products
– Reviewing and maintaining internal control methods
– Reconciliation of fees to ensure they are in line with expectations
– Co-ordinating with the team to ensure post meeting tasks are actioned
• Processing financial planning and investment paperwork and quotes, including the use of third-party systems.
• Managing relationships with third parties such as investment, mortgage and insurance companies
• Working with the adviser to deliver the service/advice promises identified as part of the client’s advice plan.
• Adding new client’s and investment plans to our back-office system.
• Producing client and third-party correspondence in a professional and timely manner.
• Invoicing clients and following up to ensure payment is received on a timely basis.
• Answering telephone calls and handling appropriately
Other requirements
• A high-level understanding of the company’s advice process, service proposition and charging structure.
• Adhering to internal guidelines surrounding data security, confidentiality and compliance rules for non-advising members of staff.
• Annual competency assessment in money laundering, data protection and compliance.
• Always comply with the firm’s compliance; training and competence; complaints and data security policies / procedures.
• To ensure that the firm’s clients are always treated fairly.
• Attend training to develop relevant knowledge and skills pertinent to your role.
Essential skills:
• Excellent written and oral communication skills
• Confident, proactive and the ability to multi-task
• Planning and Organising
• Strong relationship management skills
• Interpersonal Skills and team work
• Controlling Quality and Standards
• High degree of numerical literacy, enthusiasm, commitment, willingness to take on new duties by developing the required skills, keen eye for detail.
Desirable qualifications, skills and/or experience:
• 2 years’ experience within the financial services industry
• 2 years’ experience within a customer focussed role
• Advanced organisational skills.
• Proficient in Microsoft office products.
• Aptitude towards various CRM systems.
What’s in it for me?
As well as a competitive salary and structured career development plan aligned with your earning potential, our benefits package includes a pension scheme, 25 days annual leave and 8 paid bank holidays, hybrid working, training/qualification support, shopping discounts, colleague wellbeing benefits and more!
If you would like to hear more, get in touch us on email address contact@lifeandcareers.com