Client and Adviser Support Administrator
Salary
Salary up to 22,000
Location
Fareham
Job Type
Full Time|Work From Home
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We are representing a client based in Fareham who specialises in providing Independent Financial Advise. Our client specialises in the Pensions and Investment area and is now looking to take on a Client and Advisor Support.
Role;
- Build and Maintain client and Wealth Planner relationships
- Communicate effectively with the Operations, client hubs, and paraplanning teams.
- Ensure client reviews are timely and appropriately filled / compliant
- Client files pre & post review contain all relevant information/paperwork
- Explore opportunities for referrals and professional connection introductions
- Keep abreast of Hub targets, adding value to their achievement
- Maintain records
- Experience within the financial industry advantageous
- Excellent written and oral skills
- Able to work to deadlines whilst producing accurate, recorded work
- Able to prioritise workload & recognise the service level demands
- Salary up to £22,000 + great benefits
- Friendly and supportive team
- Support with qualifications
- Flexible hours/opportunity to work from home