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Reed
,
London, Greater London
Client Services
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Job Type: Full-time |
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Salary: £27,000 per annum |
Overview
Client Services Manager - South West London - 30k Circa Looking for a Client Services Manager to join our successful and growing financial services business. Team fit, and the right attitude, along with a passion for learning more about the world of financial planning are the most important attributes we are looking for in our newest team member. If you think you have the right experience, or can demonstrate excellent administration experience and client facing skills with a thirst to learn, please read further to find out more about the job. In return for your hard work, you will be remunerated with a competitive salary (based on experience) and generous benefits that will be discussed more at interview. Ideal Candidate: Key Competencies • To provide high quality technical, administrative and analytical support to companies successful Financial Planners • Attention to detail • Highly organised, methodical, disciplined and meticulous • Catch on quickly, take notes and be able to recall information and processes without being prompted • Understanding of the firm's advice process • Work within defined business processes to achieve the agreed outcome without supervision • Ability to multitask and to prioritise and plan own workload without supervision • As assertive 'can do' approach to dealing with issues • Competent with providers and fund managers • Working within a strong team environment • Familiar and competent with IFA CRMs • Software: Selecta Pension, Morning Star, Defaqto, Act, Voyant, Assureweb, Word, Excel, Outlook • Experience in the IFA industry Core Duties • Working closely with Directors and Financial Planners • Able to request and obtain all necessary information and undertake financial analysis to enable financial reports to be produced in a timely manner • Prepare information/comparisons for analysis • Obtain application forms and other associated paperwork • Pre-populate application form accurately • Ensure data is accurately recorded on the CRM and SharePoint folders • Ongoing servicing of clients as and when required • Process and monitoring complex business, both new and existing from start to finish • Invoice preparation • Process letters of authority, including chasing vital information for various suitability report types • Liaise with clients and Financial Planners • Navigate provider websites to produce illustrations and process new business • Receive and implement ad-hoc requests from both clients and Financial Planners • Operate and adhere to compliance and the firm's standards • Undertake appropriate professional development and training • Report on key measures on a regular basis • Process fund buys and sales • Process withdrawals • Rebalancing and switching funds and fund models • Completion and reconciliation of the 'New Business Register' • Preparing suitability reports, engagement letters, ad-hoc letters etc Suitable candidates who apply will be contacted Directly from Reed.