- Support financial advisers or consultants in providing financial or product advice to clients
- Prepare advisers for client reviews
- Ensure client and plan information is up to date in IO
- Request, chase, upload and validate plan information from providers
- Update contributions, withdrawals, transfers, policy information and fund balances
- Check income expectations and costs and charges information
- Create and check client valuation reports
- Produce OneNote packs, including Client Charters, FE Analytics research, KIDs, data capture forms and valuation reports
- Produce comparisons between old and new centralised investment propositions
- Prepare cases for submission to the AST team
- Interrogate data and liaise with advisers to ensure accurate valuations and revenue
- Interact with advisers and client support to deliver excellent customer service
- Produce client letters and answer incoming phone calls
- Handle telephone and email enquiries from clients and providers
- Create and maintain effective client files
- Process new business and submit applications
- Liaise with and chase product providers
- Keep up to date with new products, technical and legislative changes
- Comply with compliance policies
- Engage in training and development
- Perform ad hoc tasks as required, considering TCF and business needs
Requirements
- A minimum 12 month’s IFA administration experience, supporting an advisor
- Previous regulatory or financial industry experience is desirable
- Good written and oral communication skills
- Methodical and organised
- Computer literate
- Accurate with good attention to detail
- Problem solving
- Knowledge of the advice process
- True collaborator, takes initiative, curious
- A desire to learn and develop and step out of comfort zone
- Good standard of education
- Maths and English GCSE, grade 5 or above, or equivalent
- Compliance with FCA rules and company procedures
- Commitment to Titan values and expected behaviours
Core Competencies
Demonstrates expertise in financial administration, client support, and compliance with FCA rules, while maintaining accurate client records and delivering exceptional customer service. Proficient in preparing financial documentation and liaising with advisers and product providers to ensure effective communication and problem-solving.
Highest-signal resume keywords
- IFA Administration Experience
- Regulatory Compliance
- Client Communication
- Attention to Detail
- Knowledge of Advice Process
Hard Skills
- Financial Administration
- Data Interrogation
- Client Valuation Reports
- Plan Information Management
- New Business Processing
Soft Skills
- Organizational Skills
- Problem Solving
- Collaboration
- Initiative
- Desire to Learn
Certifications & Qualifications
- Maths GCSE Grade 5 or Above
- English GCSE Grade 5 or Above
Industry Keywords
- FCA Compliance
- Client Support
- Financial Advisers
- Investment Propositions
- Client Charters
Tools & Technologies
- OneNote
- FE Analytics
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Client Support in Inverurie employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
