Business Services Coordinator

7 months ago


Whiteley, United Kingdom Eight Wealth Management Ltd Full time

**Business Services Coordinator**

**£24,000 - £26,000**

**Eight Wealth Management - Whiteley**

**The main role of the trainee Paraplanner is to ensure the ongoing reviews are generated for our Advisors and processed correctly in a timely manner. The role will include**:

- Collating client information while helping maintain an excellent compliance record
- Preparing high quality and compliant ongoing review / suitability letters and supporting documents
- Preparing illustrations and reports for client meetings
- Producing critical yield calculations and income sustainability calculators
- Using Salesforce to create and update client information.
- Managing cases to completion and working with internal processing systems
- Ensuring all business obtained is being processed compliantly and in a timely manner
- To work closely with Advisors and the rest of the Paraplanning Team to ensure that all required activities are completed in a timely manner
- To communicate effectively with all advisers and staff to ensure that we maintain our high level of client service
- Any other tasks, as required from time to time, for the effective running of the business

**Desirable knowledge & skills**
- Company Systems knowledge - Outlook/Microsoft/SJP Intranet/iBusiness
- Technical knowledge - Pensions and Investments
- Detailed knowledge of Adviser client base and an overall knowledge of other client accounts
- Product Awareness - ISA, Investments, Bonds, Trusts, Gifts, Retirement Accounts
- Diary management (Outlook)
- Awareness of other team members roles and how they all collaborate and work together.

**Job Types**: Full-time, Permanent

Pay: £24,000.00-£26,000.00 per year

**Benefits**:

- Company events
- Company pension
- Employee mentoring programme
- Free parking
- On-site parking
- Private medical insurance
- Referral programme
- Work from home

Schedule:

- Monday to Friday
- No weekends

**Experience**:

- Administrative experience: 1 year (preferred)
- Customer service: 1 year (preferred)

Work Location: In person



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