About this role
Role Overview
- Helping to resolve client queries, preparing for client meetings and maintaining positive client relationships
- Ensure thorough preparation, review and management of client documentation and maintain comprehensive client files
- Ensure any additional client requests are completed including all client post meeting actions
- Undertake all processes required and manage intricate tasks
- Perform trading independently such as switches, withdrawals and contributions
- Deal with providers regarding transactions and submissions
- Using platforms and systems to complete various duties ensuring data integrity and accuracy across all client records
- Share knowledge and best practice and assist in team training and strategic projects
Requirements
- Experience working in a professional environment (2+ years) preferably within financial services
- Good understanding of financial products and FCA principles
- Fully proficient in Microsoft Office
- Good knowledge about different provider platforms
- Confident producing and analysing reports
- Good organisational skills with the ability to manage different priorities.
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave (to be used for your birthday, wellbeing, volunteering, or other celebratory events important to you
- Private medical insurance
- 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Enhanced family leave
- Referral scheme