Job Purpose:
You will handle new business processing, manage client relationships, service existing accounts, work with platforms, create illustrations, and maintain regular contact with clients and providers. Your goal is to ensure efficient and effective service delivery, maintaining high standards of risk management and operational effectiveness.

Key Responsibilities:

• Support the IFA Client Services Team and Paraplanners.
• Follow up on adviser and paraplanner instructions post-client meetings.
• Maintain accurate records in our internal system.
• Produce letters, reports, and invoices.
• Process new business in line with compliance procedures.
• Obtain illustrations and product information from providers.
• Communicate with clients and providers about outstanding documents and queries.
• Prepare client files for reviews.
• Ensure ongoing compliance of client files.

Skills and Experience:

• Minimum 2 years’ experience in a Business Support role within financial planning.
• Familiarity with Wrap/Platform systems.
• Computer literate with attention to detail.
• Understanding of the financial planning process.
• Strong written and verbal communication skills.
• Ability to work independently and within business processes.
• Effective multitasking and prioritisation skills.
• Knowledge of protection, pensions, and investment products.
• Proficiency in MS Excel, Outlook, Word, and Intelligent Office.

Personality:

• Self-motivated and results-oriented.
• Proactive planner who evaluates own performance.
• Compliant and reliable.
• Eager for new experiences and responsibilities.
• Team player with good interpersonal skills.

Salary/Benefits:

• Competitive salary based on experience.
• 25 days holiday.
• 4x Death in Service Benefit.
• Employer Pension Contributions.
• Flexible working options.
• Financial support for further study and career advancement.