Job Purpose
To support advisers in the delivery of a high-quality, compliant, and effective service to clients through a combination of telephone and administrative support. Acting as a central point of coordination between advisers, providers, and clients, the role is responsible for ensuring a smooth and positive advice journey, fostering strong relationships and delivering an excellent client and partner experience throughout the process.
Key Responsibilities
- Liaise directly with clients and relevant third parties (phone/email)
- Work with relevant product providers to obtain accurate policy information for valuation and annual review production
- Maintain all internal systems, ensuring the accuracy and integrity of client data and that all tasks and activities are completed in line with company policy and procedures
- Submit and maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested
- Research providers/funds, using in-house models and other proposition guidance
- Support and process new business and Life Cover quotations as and when required
- Managing the underwriting process
- Executing trades as instructed by partner/s
About You
Skills and experience
- Capable of building relationships whilst delivering a level of service which exceeds expectations
- The ability to draft reports and letters regarding client investments under partners’ guidance/supervision
- Excellent verbal and written communication skills, with the ability to work under pressure
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Contact Details:
Partners Wealth Management LLP Recruitment Team
