Varied role within a busy Operations team who cover a range of responsibilities.
Key responsibilities involve arranging client transactions, providing valuations, switching funds, providing support for CRM system, booking appointments, and adhoc projects.
Full training will be provided and the opportunity for sponsored financial services relevant exams.
· Client Transactions
o Creating Illustrations
o Money Laundering checks and producing ML Certificates (MLC)
o Produce Transaction Confirmation letters
o Dealing with associated Client queries
· Intelliflo Back Office System
o Ensure all data is captured and entered accurately
o Adding and updating client details/policy information
o Provide support to clients registering for the Client Portal
o Creating template letters
o Providing support to internal staff
· Annual Review Packs
o Supporting the Advisers by providing them with up to date client information for Annual Reviews
· Drawdown Reviews
o Sending annual client letters to update on their Drawdown policy
o Provide cover for Appointments booking as necessary including:
o Including sending dates to clients/prospects and updating meeting room calendar
· Client Requests
o Provide valuations on request
o Any other adhoc client requests
· Adhoc projects as needed
For eg. Sending client mailers, marketing projects, producing MI reports, advising clients of budget changes, rebalancing, adhoc checks on investments.