Client Support Associate

Working in our Client Support Team, helping to support our Financial Planning Consultants.

Your role will involve:

• Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers and ensuring that new business is set up correctly.
• Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings.
• Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs.
• Ensuring that all client information is stored on the relevant system, and it is updated accurately and timely checking that all compliance requirements are met.
• Preparing invoices for work completed for clients.
• Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client.
• Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales.
• Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Manager at the earliest possible opportunity.
• To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time.

Essential requirements

• Basic knowledge of all products and funds falling within area of responsibility
• Ability to build relationships with consultants and ensure an effective relationship is maintained
• 2 years previous experience of working for an IFA
• CF1

Desirable requirements

• Certificate in Financial Services/Planning
• Intermediate skills in Intelligent Office