James Phillip Financial Recruitment are working with a local Chartered Wealth company, looking to bring three Account Managers on board.
As a member of the Wealth Administration Department, the role will be to support and assist the Wealth Managers and Technical team by liaising with providers and clients and to build and maintain strong relationships with new and existing clients with a high standard of service.
General Duties:
*Ensuring client files are kept up to date, both electronic and paper files
*Sending LOAs to providers and following up on this to ensure we have information on client’s policies, summarising the information in a succinct and accurate manner for the advisers to review
*Managing diaries and organising meetings and appointments, often controlling access to the Wealth Manager
*Booking and arranging travel, transport and accommodation
*Liaising with team managers on behalf of the Wealth Manager to ensure all their work is completed in a timely and efficient manner
*General admin duties including printing, scanning, filing and sending letters to clients and providers
*Ensuring the Customer Relationship Management System (Intelligent Office) is kept up to date including activities for clients and client information
Experience Required – 5+ years in a clerical or personal support role. Previous experience in Financial services preferable, but not required.
Qualifications Required: A good level of general education, ideally degree educated. FA1, FA2, R01 and CF1 desirable
Please forward CV for consideration