Save Job Back to Search Job Description Summary Similar JobsCompetitive SalaryImmediate StartAbout Our ClientThis position is with a reputable ambitious and growing organisation within the financial services sector. The company is committed to delivering quality service and maintaining high standards of professionalism in all areas of operation.Job DescriptionSummary▪ Quickly and effectively deal with queries from clients through clear and thorough communication.▪ Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO).▪ Collect, collate, and record client policy information and critical data in accordance with the principles of KYC.▪ Obtain policy information, quotes, illustrations, and product details.▪ New client on-boarding from initial contact until funds are invested.▪ Process and submit new business to providers and ensure applications are completed efficiently.▪ Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues.▪ Organising financial planning annual reviews with clients on behalf of the Financial Adviser.▪ Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements.▪ Be proficient sending critical client data by DocuSign and other electronic methods.▪ Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO.▪ Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant e.g., AML & GDPR.▪ Commit to continuous personal developmentThe Successful ApplicantExperience & Qualifications▪ A minimum of 2 years' experience within the financial services industry.▪ Experience using iO is desired, but not essential.▪ Strong technical knowledge of investments, pensions, and family wealth planning.▪ Excellent written and verbal communication skills are essential.▪ A very high attention to detail and accuracy is also essential.▪ Demonstratable experience delivering the highest level of service to clients.▪ Excellent IT skills and proficiency on Microsoft Office packages, with an intermediate knowledge of Excel.▪ Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements.▪ Industry qualifications are desired, but not essential.Key Competencies▪ Working under pressure individually and as part of busy teams, to meet sometimes strict deadlines and urgent client needs.▪ Demonstrate motivation and focus delivering an outstanding level of customer service to clients.▪ Demonstrate comprehensive professional judgement, self-initiative, common sense and innovate approach to problem solving.▪ Be able to learn quickly and effectively, gaining knowledge of the company's services, products, sales policies, compliance, and administration procedures.What's on OfferHours of Work:Full time - 37.5 hours per week or Part time - 20, 25 or 30 hours per work are available.It may be necessary to occasionally work outside of normal office hours to meet the demands of our Clients.Salary: Range from £30,000 to £35,000 dependant on experience full time (pro-rata for part time)Benefits: 1. 25 days per calendar year (plus Bank Holidays).2. Life Cover for everyone - You will get 4 x death in service.3. Income Protection - For team members out of probation, you will get 66% of your salary, after 3 months with indexation by 5% per annum.4. Health, Optical and Dental Cover - This will cover you, and with a variable extra amount it will cover your spouse and cover your children under 18.5. Cash Plan - To assist with policy excess amounts and other incidentals i.e., some optical and other benefits.6. Flexible Hours - Everyone works their contracted hours per week, but these can be flexible across three shifts; - Early shift which is between 8am and 4.30pm. - Standard shift which is between 9am and 5.30pm - Late Shift which is between 9.30am 6pm. - All shifts have up to 1 hour for lunch. If you chose to, you could take 30 minutes instead of 1 hour for lunch instead and finish a little earlier (with your line managers approval). - Part time Workers will work their hours within the shift patterns above. Either 20 hours, 25 hours or 30 hours per week are available.7. Paid Sick Leave - Up to 5 days per year at full pay.8. Long Service Annual Leave, an extra day every year after 5 years at Berkshire IFA have been completed, up to a maximum of 5 extra days annual leave.9. Upgrade in Maternity / Paternity / Shared Leave - At the moment we offer statutory. After 5 years' service, we will offer 12 weeks of full pay, followed by statutory up to the end of week 39.ContactDesky NgatheQuote job refJN-012026-6922646Phone number+44 118 933 7033Job summaryJob functionBusiness SupportSubsectorAdministratorSectorBusiness ServicesLocationReadingContract typePermanentConsultant nameDesky NgatheConsultant phone+44 118 933 7033Job referenceJN-012026-6922646
