Client Support Associate
2 weeks ago
Our client based in Altrincham have a fantastic opporunity to join their growing team. Please find a brief job spec below.
Job Purpose
- To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants.
Principal Accountabilities
- Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers and ensuring that new business is set up correctly.
- Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings.
- Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs.
- Preparing invoices for work completed for clients.
- Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales.
Essential Requirements
- Ability to build relationships with consultants and ensure an effective relationship is maintained.
- 2 years previous experience of working for an IFA.
- Basic knowledge of all products and funds falling within area of responsibility.
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