Role Responsibilities

• Opening, sorting, and scanning daily post
• Answering the telephone and directing calls, receiving, and passing on messages
• Liaising with clients, product providers and other 3rd parties
• Preparing documentation, including valuations, for client meetings
• Obtaining illustrations/quotations, product literature and fund/transfer values from product providers and other 3rd parties
• Sending information requests to providers, and managing these through to receipt of information
• Maintaining accurate client records and updating client database (CURO)
• Ensure all dealings with customers are carried out in a professional and courteous manner
• Undertake product and market research
• Ensure all supporting documentation is maintained as per company procedures
• Ensuring all files are meet FCA compliance guidelines

Ideal Candidate

Our ideal applicant will have previous experience working within a wealth management/IFA business and excellent relationship management skills. An interest in pursuing CII qualifications and previous experience of using Curo would also be advantageous.

Working Model

We operate a hybrid working model, with 3 days office-based and 2 remote. Our office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. This is an excellent opportunity to join a company who values employees and works hard to create a positive working environment.