Job ID 1185113
Career Level Manager
Senior Client Services Executive / Executives / Financial Planning / Senior Administration
Wealth Management – Financial Planning Services – Stocks & Shares ISA – High Quality Financial Advice
These are some of the brilliant services my well established and well respected client provides. On their behalf we are looking for Senior Client Services Executive's to join them on a permanent basis.
This is a senior position, working within a clients services team providing support to financial advisers.
You will be required to navigate and utilise our clients CRM system to create client opportunities for annual reviews. To be successful in the role you will need to have around two years pensions experience as well as having strong attention to detail. Having 2 x RO qualifications (or equivalent) is desirable.
Other duties include:
Generating investment review reports on provider platforms and sending to clients
Inputting investment details into the CRM system, generating and checking the annual review report figures and sending to clients.
Assisting and supporting junior members of the team with technical complexities
Managing clients over the phone to book appointments with financial advisers and dealing with non-advice queries and issues
Preparing investment transfer paperwork, liaising with clients to obtain signatures, and submitting to the relevant providers, ensuring subsequent contributions or withdrawals are set up and actioned.
General Provider Enquires – (Finding out crystallised status, alternative fund choices and client tax codes)
Obtaining policy information from providers, inputting details into a CRM system and collating detailed policy analysis notes for the advisers.
Actioning on-platform fund switches
Creating client summary documents to be sent to clients outlining their circumstances and investment holdings
If you have a good understanding of pensions, with enthusiasm to grow within an ambitious company, and you possess excellent communication and interpersonal skills then we would like to hear from you!
Apply here or give us a call in the Vector office today!
Please only apply if you have the relevant experience and the right to work in the UK, thank you