Wealth Planning Support Specialist

1 week ago

Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time
Role Overview

We are seeking a highly organized and detail-oriented Wealth Planning Support Specialist to join our team at EngineeringUK. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.

Key Responsibilities
  1. Prepare meeting packs and documentation/reports for client meetings and annual client reviews, ensuring timely and accurate delivery.
  2. Support the Financial Planner in the delivery of client meetings, both electronically and/or in a face-to-face setting, maintaining a high level of professionalism and discretion.
  3. Carry out day-to-day administrative functions, complete and submit applications, and keep data up to date on our internal CRM system, Enable.
  4. Prepare and send letters of authority and obtain information on client policies from ceding schemes and providers to support research and due diligence.
  5. Assist with the collation of client data and documents in the construction of suitable recommendation reports and prepare related client correspondence.
  6. Manage the case documentation process for new business submissions and asset transfers, including upload and submission of required compliance documents to Enable.
  7. Deal with telephone and email enquiries from clients and providers, providing excellent customer service and support.
Requirements
  • A minimum of 12 months administration experience within Financial Services, ideally within a wealth management and/or financial planning business.
  • Ability to complete educational and training tutorials on our internal client management and client asset custody and administration systems, Enable and Fusion, as well as be fully conversant with our online client portal, Wealth Platform.
  • Aspirational, you will be an individual who embraces change and understands and shares our corporate culture.
  • Excellent telephone manner, communication skills, and high standards of literacy are essential.
Desirable Qualifications
  • R01, FA1, FA2 Qualified, or looking to qualify, is an advantage.

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