Our client are a Wealth Management company based in Cambridge. They provide wealth management, investment planning, and retirement solutions, and ensure that their clients financial journey is not just successful, but also secure and sustainable.
Job Responsibilities
Client servicing 
- Prepare annual review meetings 
- Initiate reviews using CRM reminder and CRM system 
- Send LOAs for signing & request information 
- Arrange meeting with the client and prepare meeting file 
- Review report 
- Prepare recommendations for paraplanner and implement recommendations 
- Platform & CRM maintenance 
New clients 
- Initial onboarding 
- Arrange meetings with new prospects 
- Follow-up summary 
- Issue and send LOAs – with tracking 
- Client updates on progress 
- Prepare recommendations for paraplanner and implement recommendations 
- Platform & CRM maintenance 
- Welcome pack/app registration Communications 
- Send quarterly updates and send ad-hoc updates Mortgages.