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Client Relationship Support

4 months ago

Bridgend, United Kingdom Insight Financial Associates Ltd Full time

**Responsibilities**:

- Provide high-quality administrative support to a team of financial advisors.
- Manage client appointments, schedules, and paperwork.
- Developing and maintaining strong relationships with clients, colleagues, and third parties.
- Preparing client packs and paperwork prior to/after meetings, including requesting valuations.
- Collaborating with Centralised Administration to ensure timely receipt of information.
- Prepare and maintain client financial plans using IO and PFP software.
- Understand cashflow analysis and financial planning advice to clients.
- Complete and audit Portfolio Reviews
- Complete and audit New Business Submission
- Complete and audit Post Sales Tasks
- Ensuring compliance with documentation requirements.
- Track progress and identify areas where advisers need additional support.
- Maintain up-to-date client lists.
- Build relationships with product partners.
- Train others on new products and processes
- Initiate workload from client and adviser actions. Ability to prioritise and manage multiple tasks simultaneously.
- Commit to personal development.

What skills and knowledge are we seeking?
- Strong attention to detail.
- Excellent telephone etiquette, actively listening and asking questions to clarify understanding. Excellent communication and interpersonal skills
- Effective time management and prioritisation skills. Ability to work well under pressure and meet deadlines.
- Cooperative and effective teamwork to accomplish tasks and achieve targets.
- Building and nurturing positive relationships internally and externally.
- Treating others with respect and remaining approachable and friendly.
- Proactive and engaged approach.
- Proficiency in using Microsoft Office and online Platforms.

Additional attributes that would be beneficial, but not essential for the role:

- Desirable experience using Intelligent Office.
- Minimum of two years’ experience in the financial services industry with an IFA or wealth management company.
- Strong understanding of financial concepts and products
- Strong team-oriented mindset and a desire to contribute to the development of others.

**Salary**: £20,000.00-£28,000.00 per year

**Benefits**:

- Company events
- Company pension
- Free parking
- On-site parking
- Referral programme

Schedule:

- Monday to Friday
- No weekends

Work Location: In person