Key duties and responsibilities:
Support the day-to-day business operations within the Practice;
Implement, operate and maintain effective systems, processes and procedures which enable Partner/advisor to optimise client meetings;
Manage the Partner’s diary and client appointments;
Support the Partner in tracking compliance, regulatory and legislative requirements;
Prepare information and valuations for client reviews;
Maintain accurate and up-to-date client information and ensure that this is held on the client management system;
Liaise with clients and third parties in relation to the Partner’s Practice and act as the first point of contact for client administrative queries;
Ensure office stationery/equipment is of sufficient quality, quantity and up to date;
Business Processing:
Support the Partner to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards;
Oversee and manage the submission of all client applications/advice sets in support of the Partner;
Support the Partner to ensure all relevant information required for writing the client report is available;
Process new business illustrations, applications and fund switches;
Maintain accurate and up-to-date client information;
Support the Partner in establishing and maintaining effective relationships with business assurance/management;
Liaise with Head Office and admin centres as required.
Work within and stay up to date with template changes and advice notes;
Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;
Practice Development
Support the Partner with and contribute to all relevant projects;
Support the Partner in gaining new prospects and clients;
Support the Partner to achieve Practice goals and objectives;
Support the Partner to develop client relationships and referrals, service existing clients and assist in building new relationships, incorporation with client entertainment events and a first-class client servicing strategy;
Attend forums and workshops as appropriate.
Team responsibilities
Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
Attend and contribute to regular update meetings with the Partner;
Maintain technical competence at an appropriate level to meet the requirements of the roleMaintain a good working relationship with
colleagues, clients and third parties and share best practice and training
Marketing
Support the distribution of marketing material to clients and prospects;
Support the Partner with the end to end management of client events;
Maintain and update client and prospect information;
Maintain and update client service questionnaires.
Training:
Business Administrator Level 3 Apprenticeship Standard
Maths and/or English Functional Skills if required
Online workshops, once a month, delivered through EKC Group
Training Outcome:
Possible Permanent position at the end.
Employer Description:About us
Fed up with poor interest rates and taxation? Lack of trust or service with banks or other providers? Don’t have time or the inclination to manage your finances? Wondering where to turn?
Look no further. The financial environment is fast changing and can be complex. Howard Financial Planning is committed to ongoing face to face advice and support. Based on core values of excellence of service and above-all, integrity, we will provide you with the wealth management and other financial planning solutions that you need now and in the future. We work closely with all clients, building relationships based on trust and having an in-depth understanding of personal finances.
With guaranteed advice and the “Best of Breed” investment approach at St. James's Place, we are able to offer solutions in all aspects of financial planning including:
Building and Preserving Capital
Investing for Income
Managing Cash and Borrowings
Mortgages
Personal Protection
Retirement Planning/Pensions
Inheritance Tax Planning
Trusts*
We offer you a no obligation comprehensive financial review. With the quality and breadth of products and services available through St. James's Place, we can help you take control of your finances now and in the future as needs or circumstances may change.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up you may get back less than you invested. Equities do not have the security of capital which is characteristic of a deposit with a bank or building society.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Logical,Initiative....Read more...
