Full job descriptionOur client
A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work
The Role will include
*Be the key internal point of contact for a portfolio of clients, responding to client queries and completing day-to-day portfolio administration.
*Take ownership of each client within the allocated portfolio by understanding their needs, producing relevant documentation, adhering to deadlines, and using task management within our CRM, Intelliflo.
*Produce, collate, and issue meeting packs for annual review meetings.
*Issue client meeting notes, coordinate and undertake action points.
Communicate with clients by effectively liaising with Financial Planners, Paraplanners, internal pension teams (SIPP and SSAS) and third-party providers via telephone, email and secure portal
The Candidate Essentials
Educated to A level standard (or equivalent) as a minimum
Experience in a financial services/ financial advice administration role e.g. Investments and Pensions
Good technical knowledge of pensions and investments, their associated products, and their use in Financial Planning.
The Rewards
4 x salary life assurance
Pension; 5% employer contribution, increasing incrementally in recognition of continuous service.
24 days’ holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays
Health Cash Plan Scheme
Free parking
Hybrid working scheme - Following completion of initial training and induction