You will be responsible for administration generated from client meetings, business submission and incoming telephone, email and postal queries.
This will also include:
Administration of client information for the Financial Planners, ensuring all information is gathered in timely fashion and prepared fully before submitting to paraplanner to write case.
Responsible for managing the whole LOA process, chasing providers and 3rd parties to gain information required by Paraplanning team.
Gathering and chasing information from SJP administration centres and external 3rd parties to ensure client work is completed within given timescales.
Managing the client’s financial information and documents to update/create the Client Financial Review documents.
Training:This is a workplace apprenticeship, and you will be supported directly by your tutor and your line manager. Training Outcome:For the right candidate and on the completion of the Level 3 there may be opportunity for to progress to being a trainee Paraplanner at Level 4.Employer Description:Chase Virtual Solutions was launched in 2018 to provide a full suite of administration services exclusively to St. James’s Place Partners.
We are a team of professional, diligent and highly trained Executive Assistants providing an efficient, proactive service that gives you maximum time to focus on your clients. We have the skills, knowledge and drive to provide exceptional value to all our partner practices, working with you to deliver a service to your valued clients that exceeds expectations.
You focus on your clients.
We focus on you.
Is anything more important to you and your practice than client service and satisfaction?
Surely not. But the burdens of administration can easily come between you and the results you want. This is where we can help by picking up all those time-consuming administrative tasks, freeing you to give all your attention to your clients and to building a great work-life balance.Working Hours :Normal office hours will be required, so hours between 9am and 5pm Monday to Friday.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness....Read more...
Data Entry and Record Keeping: Assist in maintaining accurate and up-to-date records of clients, review meetings and incoming data.Communication Support: Collaborate with team members to facilitate effective communication within the company and with its customers. This may include drafting emails, dealing with post, answering phone calls, and managing appointment schedules.Contribute to the smooth running of the office by performing various administrative tasks such as filing, photocopying, shredding and scanning.Work closely with independent financial advisers, paraplanners and estate planner to provide administrative support for ongoing customer service. This may involve setting up files, liaising with providers and external agencies, and managing documentation.Provide excellent customer service by handling enquiries both face to face and on the phone, directing calls, preparing for meetings and maintaining positive relationships with clients.Any other ad hoc duties to support the team as required such as supporting with marketing, completing research tasks, etc.
Due to the nature of this business flexibility with working arrangements would be an advantage to help manage peaks and troughs in workload so there may occasionally be some later nights and weekend work.Training:Business Administration Level 3 apprenticeship with Access Training and internal training on policies and procedures.Training Outcome:This apprenticeship offers long term career opportunities for the right candidate with the opportunity to progress into roles such as Financial Administrator, Paraplanner and Estate Planner. Employer Description:Morrell Financial Management hasve been running for 12 years and are well established in the local area. As Independent Financial Advisers they can provide advice on investments, retirement planning, estate planning, inheritance tax planning and trusts, long term care and the financial protection of your family or your business.
We source products from the whole of the market and aim to build long lasting, professional, trusted relationships with our clients ensuring that we always treat our customers fairly.Working Hours :37.5 per week - Monday to Friday 9am to 5pm with 30 minutes lunchSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Creative,Initiative....Read more...
