Job Description
- Sending suitability letters
- Answering and dealing with client queries, both written and verbal communication
- Processing new clients
- Liaising with advisor team and admin team to work to deadlines to meet service level agreements
- Processing and tracking letters of authority and product information requests
- All client updates, updated and input to the back-office system
- Client reviews (Quarterly & Annual) to be carried out
- Valuations to be produced for reviews
- Update the online database with client data and valuation feeds
The ideal candidate for this role will have current experience within a financial advice firm. The salary we are offering is £22,000 - £25,000 plus benefits - 21 days paid holiday, (increasing by one day per full year of service up to a maximum of 25 working days), contributory Pension, healthcare scheme, 4 x salary DIS). The office is based in Woking, so you will ideally need to be within an hour of the office as you will have the mix of 2 days office 3 days home working
For further details please contact Tegan Sillett at Dynamite Recruitment tegan.sillett@dynamitrecruitment.com