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Business Development Manager

2 months ago

Northampton, Northamptonshire, United Kingdom James Phillip Financial Recruitment Full time

James Phillip Financial Recruitment is pleased to be working with a successful expanding Chartered Wealth brokerage. They are looking for a Business Development Manager to support the team with all non-advice activities.

Key Responsibilities:

• Setting up and maintaining client files and ensuring all paperwork is filed/scanned correctly

• Adding new clients onto Enable back office system and creating activity entries, as required

• Ensuring your activities on Enable are kept up to date daily

• Ensuring back office systems are kept up to date and particularly at valuation point and if there have been any changes in the clients' circumstances

• Requesting and collating administration forms and ensuring these are chased as necessary

• Day to day processing of application forms and administration forms for Wealth Management

• Following up all faxes and forms sent, to confirm safe receipt and anticipated turnaround time

• Chasing underwriting position weekly for all protection cases

• Ensuring the cheque register is kept up to date and is accurate

• Maintaining records of all client and administrative contact; retaining on file and inputting on back office system

• Producing valuations for Financial Planner(s) review meetings

• Creating meeting packs and meeting cover sheet for the Financial Planner(s)

Requirements:

• A couple of years IFA or mortgage experience

• Qualifications: Ideally all if not at least a couple of the following - FA1, FA2, R01, CF1

Benefits:

• Bonus scheme, paid annually

• Excellent benefits package, including:

• Company pension, D.I.S, Life

• Gym membership

• On-site parking