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...
Assisting with general administrative tasks such as answering calls, managing emails, and maintaining filing systems
Scheduling appointments and managing client communications
Supporting financial advisers with client paperwork and documentation
Maintaining client records and updating a back office system
Preparing and processing forms and documents
Ensuring the office runs smoothly with day-to-day administrative support
Meet and Greet Clients attending the office for meetings
Training:
The training will take place at Lynas Vokes, with the assessor visiting every 4-6 weeks
Training Outcome:
Once the initial business and administration qualification is completed the suitable candidate will then be offered the opportunity to partake in Financial Services Qualifications. This will allow them to pursue a long-term career in Financial services whether that be Paraplanning, Advising, Administration or Compliance – we aim to support and nurture talent, there really are no glass ceilings!
Employer Description:Lynas Vokes has been successfully offering financial advice to clients since 1972. The company was started by Jamie Gordon with the sole aim of providing the most suitable wealth management solutions to clients. As an independent wealth management business, Lynas Vokes can develop and implement comprehensive financial plans for all clients. The team is highly qualified and has years of expertise in their respective fields.
Lynas Vokes currently serves over 1600 clients and manages £175 million worth of assets. We’re regulated by the Financial Conduct Authority and are a trusted financial planning firm. We have a 4.8/5 rating on VouchedFor, earned solely through independent reviews.
We offer advice relating to investment strategies, pension, tax and estate planning, as well as both life and health insurance. We also have a comprehensive mortgage service, specialising in all client types from first time buyers and home movers to buy-to-let. For businesses, we offer corporate financial planning covering group pensions, corporate insurance, financial planning and employee benefits.Working Hours :Monday to Friday
9am-5pmSkills: 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,Initiative,Non judgemental,Patience,Literacy Skills,Full UK Driving licence,Competent in Microsoft Word,Competent in Microsoft Excel,Competent in Microsoft Outlook....Read more...
