Wealth Management PA – Chelmsford – up to £30,000
To deliver comprehensive support to Financial Planner(s) whilst delivering excellent service to customers and colleagues
Key Responsibilities & Main Tasks
Wealth Management Administration
Prepare letters of authority and collate information in line with Financial Planner’s requirements.
Process all new business ensuring all transactions are tracked through to accurate and timely completion.
Ensure appropriate Money Laundering checks are carried out.
Issue progress reports to customers at two week intervals when dealing with lengthy transactions.
Proactively review investment portfolios and platform accounts on a regular basis ensuring that all are in order and any necessary work is carried out e.g. topping up of cash accounts.
Wealth Management PA
Ensure all data is captured and entered accurately onto the back office.
Regularly check data, fill gaps and amends errors where necessary.
Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.
Continually monitor policy records, ensuring that accurate valuations can be produced when required/
Record all client activity, including telephone calls, emails etc, on the back office system to ensure that an accurate and complete audit trail is available at any time.
Service Standards and Process
Ensure that all tasks are completed within agreed service standards and every effort is made to exceed these wherever possible.
Follow processes and understand how they impact on the quality of service provided to our customers.
Do your best to continually assess each service standard and process. Discuss and agree improvements with your line manager.
Previous experience of working in a similar role
Previous experience of working with Investment Wrap Platforms
Extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
Experience of delivering accurate, relevant and timely information
Strong interpersonal, communication and customer service skills
Excellent diary management, planning and organisational skills
Excellent accuracy and attention to detail
Proven ability to work on own initiative
Excellent telephone manner
Proven high level of customer service.
FPC 1 and 2 or equivalent CF qualifications obtained
Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.