Senior Performance Support Specialist
4 weeks ago
Job Title: Senior Performance Support Specialist
Job Summary:
We are seeking a highly skilled and experienced Senior Performance Support Specialist to join our team at St. James's Place Wealth Management. As a key member of our team, you will be responsible for providing exceptional support to our advisors and clients, ensuring seamless delivery of our services.
Key Responsibilities:
- Manage the full client review meeting process from end to end.
- Prepare ongoing advice reports and ISA suitability reports.
- Creation of individualised Client reports including analysis of investment performance.
- Completion of annual allowance / carry forward calculations.
- Using FE Analytics to compare fund performance.
- Client servicing; appointment making, logging of correspondence to Salesforce and keeping CFRs up to date.
- Preparing cases for Paraplanners ensuring collation of all required documentation.
- Tracking cases and monitoring payments & credits.
- Preparing Trust documentation.
- Complete fund switches and generate fund switch letters.
- Handling incoming calls and delegating action to other team members.
- Respond to Client enquiries (Technical and administrative).
Requirements:
- Relevant experience in Wealth Management or Financial Services.
- Proficient in the use of Salesforce and ibusiness software.
- High level of attention to detail & excellent organisation skills.
- High standard of written & verbal communication skills.
- Highly IT literate, including advanced MS Outlook, Excel, Teams, and Word skills.
- Keeps calm when faced with conflicting demands and handles these effectively.
- Strong interpersonal skills, demonstrating a professional, proactive and positive attitude.
- Ability to work autonomously as well as working on shared goals as part of a team.
- Manages time effectively with the ability to multi-task.
- It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.
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