Financial Advisor Support

5 months ago


Stockport, United Kingdom Jane Deane Recruitment Limited Full time

Main duties & responsibilities
- Managing the review service cycle from start to finish
- Triggering service cases on the in-house system - Communicating with clients to arrange their annual/6 monthly review
- Preparing a review pack before the meeting is due to take place, including:o Preparing a valuationo Checking compliance documents are up to date and on fileo Checking Expression of Wishes are applicable and on fileo Checking if ISA allowances are applicable and noting any remaining allowance
- Cleansing the client record on the in-house system (including their plans, assets, liabilities, and personal information) before sending an invite to our online client portal
- Attending client meetings with your advisers where possible - Taking notes during client meetings and preparing file notes afterwards on the adviser’s behalf - Preparing/sending paperwork directly to clients on behalf of your adviser - Managing the ‘change of adviser’ process (Where clients have moved from advisers internally, you will communicate with your teams and providers to ensure the in-house system is updated as well as the platforms)
- Communicating with and problem solving any issues clients may have with registering/ logging in to their online portal
- Ad-Hoc data projects

Experience & Skills
- Excellent interpersonal and communication skills
- Efficiency, accuracy & attention to detail
- Self-motivated and willing to take the initiative
- Strong organisational skills with the ability to adapt and successfully multitask
- Excellent telephone manner
- IO experience would be desirable

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

**Salary**: Up to £22,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Life insurance
- On-site parking
- Work from home

Schedule:

- Flexitime

**Experience**:

- IFA Administration: 1 year (preferred)

Work Location: Hybrid remote in Stockport



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