Introduction

Completion of business tasks & processing for advisers. Ensure advisers & clients are prepared for meetings & that queries & tasks are completed in a timely fashion to a high standard. The position requires excellent organisational skills, accuracy, a positive attitude & a passion to deliver an outstanding service to clients.

About the Employer

Wealth management company, a senior partner practice of St James’s Place. Providing a range of services including investment, retirement and protection planning.

What You'll Do

Purpose: To ensure that client appointments are managed properly and all necessary pre and post-meeting actions are completed to the highest standard. To prepare advisers for their meetings with the client and to always represent Abacus Wealth Services positively.

Duties (not limited to):

Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information
Answering and logging all incoming client calls appropriately onto Salesforce, passing on messages and ensuring that any updates to client contact information are captured on Salesforce and Abacus systems
To prepare new and existing client meeting packs, generating wealth account reports, investor returns, Abacus valuation documents, and any other necessary information for the adviser in advance of the meetings
Create and maintain client records on Salesforce to ensure that GDPR, FCA and SJP protocols are adhered to
Generate correspondence to clients, including post review letters
Liaising with external providers and companies by way of letter, telephone, and email to chase information requests
Processing fund switches, rebalances and client withdrawals, along with any other post meeting actions
Prepare business submission documents, for onward allocation to the Paraplanning team
Liaising with the paraplanning team to ensure client presentations are obtained ahead of meetings and escalate where necessary
Managing own and shared mailboxes in a timely and professional manner
Giving clients a professional welcome from our reception desk for meetings held onsite
Prioritising and managing own workload
Obtaining and maintaining a good knowledge of products offered
Managing own learning and development, attending relevant training sessions where needed
Provide cover for other team members upon request as per the business need
To uphold the standards of the client service charter
Participation in team meetings

Training Outcome

Further training and development opportunities within the team.

Skills Required

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Administrative skills
Team working
Accuracy
Able to prioritise

Qualifications

Essential - GCSE - Maths and English - 6/B or above

Course Information

Course: Financial services administrator (level 3)

Level: 3

Route: Legal, finance and accounting

Apprenticeship Level: Advanced

Working Arrangements

Working Week: Monday to Thursday: 8.30am to 5pm Friday: 8.30am to 4pm.

Expected Duration: 1 Year

Training Provider: SKILLS EDGE TRAINING LTD

1 Abacus Wealth Services jobs in England & Wales