A 1st class position has just been created within a successful and extremely friendly client based in the center of London
Duties Include:
*Administration of a full range of Private client Pension and Investment products.
*Coordinating with external professionals, such as solicitors and accountants, to provide a holistic service to clients.
*Assisting in the training of new staff, sharing knowledge and best practices in support.
*Conducting comprehensive research on financial products to support planners in making informed recommendations.
*Implementing risk analysis techniques to assess and mitigate potential threats to clients’ financial objectives.
*Streamlining processes for gathering client financial information, significantly improving efficiency and accuracy.
*Participating in professional development opportunities to stay abreast of industry trends and regulations.
*Maintaining meticulous records of client interactions and financial recommendations, upholding data protection laws.
*Delivering exceptional client service by addressing queries and providing clear, concise information.
*Daily use of Provider Platforms and back office systems.