Advisory Support
5 months ago
**Salary level**: Starting salary £24k dependant on skills and experience plus discretionary annual bonus (after probation)
**Job type**: Full Time, Permanent
**Location**: Hybrid / Norwich
**The Company**:
TaxAssist Direct Financial Services is a young business looking to grow their team. This role requires you to have the ability to work within a fast pace environment, adapt to industry changes and adjust to various deadlines and progress within the firm.
The TaxAssist Group are a multi award winning Franchisor and employer.
**THE ROLE**:
We are seeking someone experienced in **Financial Services Advisory Support **to join our friendly team. You will be responsible for effective clerical support to our team of financial planners. We are financially regulated company. It is important our colleagues ensure there is accurate adherence to policies, procedures and regulatory responsibilities. Your role will include building good relationships with clients, internal departments and external stakeholders.
**KEY RESPONSIBLITIES**:
- Provide outstanding customer service to meet expectations of clients, franchisees and colleagues including financial planners.
- Timely and accurate processing of all client documents and returned queries to ensure that client’s needs are met.
- Responsible for the processing of all departmental administration tasks, with a high degree of accuracy. This will include recording and allocating leads to the Financial Services Team.
- Escalate any unresolved issues to the specialists providing them with enough information to investigate the issue.
- Adherence to regulatory and legislative controls.
- Build and develop policy, processes and procedures, recommending improvements to increase efficiency and improve quality
- Work as part of a team, supporting colleagues and promoting a positive work environment and team spirit.
- Confident in delivering an efficient, consistent and high-quality service at every interaction.
- More specifically workload to include:
- Letter of authority issue and chasing
- Chasing financial information from clients
- Liaising and chase the networks admin team (VAS)
- Potentially helping advisers with FE analytics and Selectapension reports
- Helping new advisers get registered on Platforms
- Take client telephone calls and answer basic client queries and refer to financial planners as needed
- Prepare and book in client review meetings including relevant paperwork
- Manage diaries and book initial meetings
- Send attitude to risk questionnaires to clients prior to meeting and chase
- Help clients with portal
- Send marketing literature to franchisees
- Help Franchisees with introducer portals
- Help administer/manage our workflow tool (Finova)
- Provide support to the management team where required.
**Requirements**:
**SKILLS & EXPERIENCE REQUIRED**:
- Experience of working in pensions and investments administration is essential
- Some experience of mortgages and protection administration is beneficial
- Advanced organisation skills to prioritise and manage daily tasks and meet exacting deadlines with a high degree of accuracy
- Excellent interpersonal skills and advanced communication skills (written and verbal) - ability to build rapport with financial planners, clients and 3rd parties across all communication channels,
- Advanced problem-solving skills and flexibility to move between different tasks at short notice with ability to remain calm and to share information in a clear and logical manner
- High degree of IT literacy - to navigate a broad range of internal systems, including competent user of Outlook suite
- Have a confident manner, and be able to ask for help in the first instance, to help with problem solving and to enable you to progress and grow within your role.
**The Rewards**
We will recognise your contribution with:
- Respect for your wellbeing and work-life balance. Overtime and weekend working are not part of our habit. We work a 35-hour week full time.
- Free 24/7 Employee Assistance Programme for all staff and qualifying family members.
- A fair remuneration package with up to 33 days paid holiday per annum including a Christmas shutdown
- Company sick pay - up to 30 days per annum
- Death in Service Cover - 2 x salary (following probation)
- Company share scheme
- Salary sacrifice scheme - pension
- Free car parking
- Subsidised gym membership
- An annual eye test paid plus contributions towards glasses (within policy)
- Auto-enrolled workplace pension scheme
- Study support
- Bonuses for performance, referrals and recruitment.
- Preferential service from our in-house Financial Services team.
- Attendance at our 3-day biannual conference event
- We are an equal opportunity employer and value diversity at our company. We do not discriminate on your background or needs, if you require any adjustments to make the recruitment process easier please let us know._
**Job Types**: Full-time, Permanent
Pay: From £24,000.00 per
-
Business Insurance Specialist
4 weeks ago
Norwich, Norfolk, United Kingdom Ardonagh Advisory Full timeBusiness Insurance SpecialistWe're seeking a skilled Business Insurance Specialist to join our team at Ardonagh Advisory. As a Business Insurance Specialist, you will be responsible for building strong relationships with clients and providing expert advice on commercial insurance products.Key Responsibilities:Support Account Executives in managing client...
-
Tax Advisory Manager
4 weeks ago
Norwich, Norfolk, United Kingdom BDO Full timeJoin Our Tax Advisory TeamWe're seeking a highly skilled Tax Advisory Manager to join our team at BDO. As a key member of our Tax Advisory team, you'll provide expert advice to clients on a wide range of tax matters, from trust and estate planning to charity and private client services.Key Responsibilities:Provide tax advisory services to high net worth...
-
Insurance Industry Relationship Manager
15 hours ago
Norwich, Norfolk, United Kingdom Ardonagh Advisory Full timeInsurance Account Executive Opportunity in NorwichWe're seeking a talented Insurance Account Executive or experienced Account Handler to join our team at Ardonagh Advisory.This role involves fostering relationships with clients, helping them find suitable Insurance products, and tailoring your approach to meet their needs. Our ideal candidate is proactive,...
-
Commercial Insurance Specialist
4 weeks ago
Norwich, Norfolk, United Kingdom Ardonagh Advisory Full timeJob Title: Commercial Insurance SpecialistWe are seeking a highly skilled Commercial Insurance Specialist to join our team at Ardonagh Advisory. As a Commercial Insurance Specialist, you will be responsible for providing expert advice and guidance to clients on commercial insurance products and services.Key Responsibilities:Support Account Executives in...
-
Senior Insurance Account Manager
4 weeks ago
Norwich, Norfolk, United Kingdom Ardonagh Advisory Full timeInsurance Account Handler RoleWe are seeking a talented Senior Insurance Account Handler to join our team at Ardonagh Advisory. As a Senior Insurance Account Handler, you will be responsible for building strong, trusted, and profitable client and customer relationships.This role involves fostering relationships and offering a comprehensive service to clients...
-
Insurance Business Development Manager
1 week ago
Norwich, Norfolk, United Kingdom Ardonagh Advisory Full timeRole OverviewFoster strong client relationships and provide tailored insurance solutions to drive business growth.About the RoleAs an Insurance Account Executive at Ardonagh Advisory, you will work closely with clients to understand their insurance needs and provide expert guidance to ensure they have the right coverage in place.This role involves:Fostering...
-
Senior Insurance Account Professional
3 weeks ago
Norwich, Norfolk, United Kingdom Ardonagh Advisory Full timeInsurance Account Handler RoleArdonagh Advisory is seeking a skilled Senior Insurance Account Handler to join our team. As a Senior Insurance Account Handler, you will be responsible for building strong relationships with clients and providing a comprehensive service to find the right insurance products to fit their needs.Key Responsibilities:Ensure...
-
Insurance Consultant
3 weeks ago
Norwich, Norfolk, United Kingdom Ardonagh Advisory Full timeInsurance Consultant RoleWe are seeking an Insurance Consultant to join our team at Ardonagh Advisory. As an Insurance Consultant, you will play a key part in our business, speaking to customers and providing advice on new products, renewals, and ensuring we understand their needs, and provide products and services that exceed their expectations and retain...
-
Tax Advisory Manager
3 weeks ago
Norwich, Norfolk, United Kingdom Hays Senior Finance Full timeJob Title: Tax Advisory ManagerWe are seeking a highly skilled Tax Advisory Manager to join our collaborative team, providing Tax Advisory services to a diverse range of clients, including start-ups, scale-ups, private businesses, and FTSE listed multinationals.Key Responsibilities:Provide expert trust tax knowledge and a wide understanding of personal...
-
Tax Advisory Manager
3 weeks ago
Norwich, Norfolk, United Kingdom Hays Senior Finance Full timeTax Advisory Manager Role OverviewWe are seeking a highly skilled Tax Advisory Manager to join our collaborative team. The successful candidate will provide Tax Advisory services to start-ups, scale-ups, private businesses, and FTSE listed multinationals.Key Responsibilities:Manage a portfolio of clients, including billings and cash collection, within the...
-
Senior Insurance Account Manager
4 weeks ago
Norwich, Norfolk, United Kingdom Ardonagh Advisory Full timeInsurance Account Handler OpportunityArdonagh Advisory is seeking a talented Senior Insurance Account Handler to join our team. As an Insurance Account Handler, you will be responsible for building strong, trusted, and profitable client and customer relationships.This role will be ideal for you if you enjoy fostering relationships and offering a...
-
Insurance Risk Specialist
1 week ago
Norwich, Norfolk, United Kingdom Ardonagh Advisory Full timeJob Title: Insurance Risk SpecialistWe are seeking a skilled Insurance Risk Specialist to join our team at Ardonagh Advisory. In this role, you will be responsible for providing expert advice and guidance to clients on insurance risk management.Key Responsibilities:Support Account Executives in managing client accounts.Ensure accuracy and professionalism...
-
Business Insurance Specialist
4 weeks ago
Norwich, Norfolk, United Kingdom Ardonagh Advisory Full timeInsurance Advisor Role OverviewWe're seeking a talented Insurance Advisor to join our team at Ardonagh Advisory. As an Insurance Advisor, you will be responsible for building strong relationships with clients and providing expert advice on commercial insurance solutions.Key Responsibilities:Support Account Executives in managing client accountsEnsure...
-
Insurance Team Manager
4 weeks ago
Norwich, Norfolk, United Kingdom Ardonagh Advisory Full timeTeam Leader - Ardonagh Advisory#AIBWe're seeking a seasoned Insurance Team Leader to lead a team and foster strong, trusted relationships with clients and customers.As a Team Leader, you'll oversee the day-to-day management of your team, supporting your Team Director in maintaining overall responsibility for the Commercial Team book of business.Key...
-
Insurance Business Development Manager
4 weeks ago
Norwich, Norfolk, United Kingdom Ardonagh Advisory Full timeInsurance Business Development ManagerWe are seeking a skilled Insurance Business Development Manager to join our team at Ardonagh Advisory. As an Insurance Business Development Manager, you will be responsible for building and maintaining strong relationships with clients, identifying opportunities to grow our business, and providing exceptional customer...
-
Insurance Industry Professional
1 month ago
Norwich, Norfolk, United Kingdom Ardonagh Advisory Full timeInsurance Account Executive OpportunityWe are seeking a talented Insurance Account Executive to join our team at Ardonagh Advisory. As an Insurance Account Executive, you will be responsible for building strong, trusted, and profitable client and customer relationships.Key Responsibilities:Foster relationships with clients and help them find the right...
-
Senior Manager
4 weeks ago
Norwich, Norfolk, United Kingdom KPMG Full timeThe RoleKPMG's Deal Advisory Tax team provides market-leading services to Corporate and Financial investors, working across four key markets: Corporates, Private Equity & Credit, Real Estate, and Energy & Infrastructure.Corporates: We work with forward-thinking FTSE 100 and 250 businesses, as well as Corporates across the UK, supporting them with strategic...
-
Insurance Business Development Manager
3 weeks ago
Norwich, Norfolk, United Kingdom Ardonagh Advisory Full timeUnlock Your Potential as an Insurance Account ExecutiveWe're seeking a talented Insurance Account Executive to join our team at Ardonagh Advisory. As an Account Executive, you'll be responsible for building strong, trusted, and profitable client and customer relationships.Key Responsibilities:Foster relationships with clients to understand their insurance...
-
Tax Advisory Lead
15 hours ago
Norwich, Norfolk, United Kingdom KPMG Full timeKPMG is a leading provider of deal advisory tax services, helping corporate and financial investors achieve their goals.About the RoleWe are seeking a Senior Manager to join our team, responsible for providing expert advice on complex transactions. The ideal candidate will have a strong background in UK corporate tax and experience working with clients...
-
Insurance Team Manager
4 weeks ago
Norwich, Norfolk, United Kingdom Ardonagh Advisory Full timeInsurance Team Manager - A Key Role at Ardonagh AdvisoryWe're seeking a talented Insurance Team Manager to lead a team and build strong, trusted, and profitable client and customer relationships.As a Team Manager, you will be responsible for the general management of direct reports, including weekly in-person, agenda-based catch-ups.Key...