Job Advert
Are you looking for a role within Financial Services in a supportive and growing business based in Lamberhurst, just outside of Tunbridge Wells?
Our client is looking for someone to join their growing Advisor Support team who will work closely with their team of Advisors to provide a high quality excellent level of service to all clients.
This is a fantastic opportunity for someone wanting to take the next step in their career within financial services in a friendly and supportive environment..
About Seventy Seven Wealth Management
SeventySeven Wealth Management Ltd has been a progressive and continually evolving group for over 30 years. They pride themselves on the service they deliver to clients, where excellence is key. Their core values are integrity, honesty, efficiency, reliability, commitment, dependability, respect and loyalty. These values sit at the foundation of everything they do and in what they will look for in any future team member. The team at SeventySeven Wealth Management Ltd work together with their chosen partner St. James’s Place to provide exceptional outcomes for their clients.
The Opportunity:
The main purpose of this role is to ensure client relationships are kept strong and they follow through actions to completion.
Key responsibilities for this role are as follows:
- Completion of post meeting actions following a client meeting, including the Confidential Financial Review, preparing the ongoing advice letter, processing business and dealing with withdrawal requests and fund switches.
- Producing cash flow modelling reports for a clients current and future circumstances.
- Creating fund performance comparisons between multiple investment portfolios.
- Preparing LOA’s and chasing policy information from third party providers.
- Assisting the advisory team with tax year end including the use of client allowances such as ISA, CGT and pension contributions.
- Assisting with Trust planning paperwork, such as the creation of Trust documents, Deed of Appointments and Deed of Assignments.
- Attending key client meetings.
- Handling client queries on phone, email and letter etc as required.
- Liaising with all members of the team and third parties, such as St. James’s Place, stockbrokers, accountants, other financial providers, etc with regards to our clients and their investments.
- To ensure we carry out all client requests efficiently and smoothly while meeting all regulatory timescales.
- Ensure data entry and document filing adhere to the 77wm procedures, taking responsibility for ensuring that rigor is maintained so that all client and 77wm data is accurate and easy to identify and retrieve.
- Working closely with and assisting with other departments as and when required.
To succeed in this role, you must have a positive attitude and exceptional customer service skills. You must be organised and professional with an eye for detail.
To ensure their clients receive the best customer experience you will have the following skills and experience:
- Highly motivated and dedicated to providing excellent Advisor Support
- Professional mature approach to all aspects of the business
- Good problem-solving skills
- Excellent communicator who can work as part of a team and on their own
- Able to work to deadlines as there are time critical elements of the role such as withdrawals and switches to be processed. Also able to manage conflicting priorities.
- Show initiative and commitment to completing tasks
- A “can do” and positive attitude.
- Knowledge of Office365 Sharepoint and OneDrive preferable.
- Knowledge of financial industry useful.
In return you will have the opportunity to work for a fast growing, prestigious company who are based in newly refurbished offices set within beautiful country surroundings. Benefits include, free on-site parking, an Employee/Client referral programme, Pension and an extra day off for your birthday.
Due to the location of the office your own transport is essential.