We are recruiting for a client based in West Sussex, who is ideally looking for someone who is Diploma Level 4 qualified with a Financial services background, and someone who has written suitability reports and carried out research for clients / advisers.
This role is a role that will involve some management work ( Team Leading ) supporting the Paraplanning Manager as and when required. This will be a great opportunity for someone looking for the next step up in their career.
For this role we are looking at the following duties
Liaising with clients, insurance companies and advisers via e-mail, telephone and in person when clients visit the office
Developing and building relationships with clients
Preparation and submission of new business applications, including obtaining illustrations/quotations, product literature, fund/transfer values from insurance companies and chasing new business transactions ensuring they are completed smoothly and speedily
Review fact find and advice given
Maintenance of client records using CRM (inputting new business, updating client investments)
Preparation of valuations
Competent use of investment platform for placing trades and managing client cash accounts
Computer literate, preferably with experience of in house CRM systems, Excel spreadsheets, platform experience - not essential
Good organisational skills with the ability to prioritise
A polite and professional telephone manner
Management experience preferred
Diploma Level 4 ( or half way through minimum )
If you are interested in this role please can you apply on the Dynamite Website or call Chloe on 02392455422
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.