Wealth Client Executive

7 days ago

Mansfield, United Kingdom SF Group Full time

SF Recruitment is currently recruiting for a Wealth Client Executive for an excellent business based in Mansfield.

This is a permanent role, Monday to Friday, flexible working offer, minimum of 2 days in the office. Salary is starting at £23,000 depending on experience.

For this role you will need to have a minimum of 5 years working as a Senior Administrator or a similar role, as this does require you to be very competent with letter writing, learning new systems, auditing, working alongside a busy financial planner team. You do not need to have worked in financial service to be considered for the role but this would be an added bonus.

**Main responsibilities**:
Engage with customers and build strong, professional, lasting relationships
Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner
Record annual review dates on the back-office system and monitor regularly
Plan, book and prepare for all annual review meetings ensuring none are missed
Help clients to register for, navigate and update their account on the Personal Finance Portal
Manage the Financial Planners diary and ensure that all meetings (initial and annual review) are booked in good time with the customer and ensure they are provided with all of the required information/paperwork (including valuations) prior to each meeting
Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries
Process new business ensuring transactions are tracked to accurate and timely completion
Issue progress reports to customers at regular intervals when dealing with lengthy transactions
Produce and issue client fee invoices
Proactively review investment portfolios and platform accounts on a regular basis ensuring that all are in order and any necessary work is carried out e.g. topping up of cash accounts/checking cash invested correctly
Ensure all data is captured and entered accurately onto the back office
Regularly check data, fill gaps and amends errors where necessary
Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence
Monitor policy records, ensuring that accurate valuations can be produced when required

This business has an amazing culture and the employees are truly at the forefront of every decision made, they are looking for someone who is confident, personable, enjoys working in a lively team driven atmosphere but most importantly wants to do the best job possible. Full training and support will be provided by the team leader.

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