Our client specialises in offering tailored advice on investments, pensions, and insurance products to help our clients achieve their financial goals.
They believe in building long-term relationships with their clients, understanding their unique needs, and delivering personalised solutions that align with their objectives.
Key Responsibilities:
New Business Support :
- Assist the Financial Advisors in various aspects of new business development and client management.
- Contact life companies to gather details on existing policies for potential clients. Produce tailored quotations based on the client’s profile and specific requirements. Produce statements of suitability based on presales documents provided.
Client Information Management:
- Maintain and update client information in our CRM system (with training provided). – Collect and organise details on investment and pension funds, including performance data
- Prepare Client Policy Summary Reports, presenting gathered information clearly and accurately.
Application Processing:
- Submit life and pension policy applications online to relevant life companies.
- Track and monitor application progress, liaising with Life Companies and Pensioner Trustees to ensure successful processing.
- Handle client queries or correspondence related to their applications, ensuring timely and accurate responses
Adviser Support:
- Provide ad-hoc support to Financial Advisers, including meeting clients to deliver or collect documentation.
- Assist Financial Advisors with any additional requests to facilitate the sales process and enhance client service.
Compliance and Conduct:
- Strictly adhere to compliance procedures, the Consumer Protection Code, and industry codes of conduct in all activities.
- Actively engage with all Clear Financial Advisors to maintain accurate client records and manage the sales pipeline on BIS.
Qualifications and Skills:
- Full QFA is essential.
- Strong organisational and multitasking abilities.
- Excellent communication skills, both written and verbal.
- High attention to detail and accuracy in data management and reporting.
- Familiarity with financial products, particularly life and pension policies, is an advantage.
- Proficiency in using software systems for client management (training will be provided).
