Financial Services Consultant providing exceptional member service while building long - term financial relationships. Engage in consultative conversations and support members with their financial needs.
About the role
- Supporting the financial planning team by processing client requests and maintaining records. Ensuring accuracy and efficiency in client interactions and administrative support within financial services.
Responsibilities
- The accurate processing of all New Business Submissions, working with platforms and providers to ensure client applications and requests are concluded.
- Input and maintain new business data in client management systems on a timely basis so that client records are accurate, up-to-date and contain relevant information reflecting the true state and progress of work undertaken.
- Processing fund switches and claims for clients.
- General Administration support to the wider Financial Planning team to assist with meeting preparation and client enquiries.
- Maintain CRM system to keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements.
- The Onboarding and Offboarding of clients, including updating CRM, informing providers, adding, or removing fees
- Support with Financial Planning Associates with MIFID statements as required.
- Continuously review own and team’s workflows and processes and offer support to other colleagues where appropriate.
- In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.
Requirements
- Experience in Financial Services
- Experience working with platforms and providers, such as Abrdn, Aviva and AJ Bell.
- Minimum of 5 GCSEs graded A-B, or equivalent, including Maths and English
- Previous experience supporting a Financial Advisor
- Good organisational, time management skills and effective caseload management
- Ability to work well under pressure while maintaining excellent attention to detail
- Ability to work on own initiative, sometimes for long periods of time
- Professional, ethical, and discreet
Benefits
- Non-contributory Pension Scheme (8%)
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness
- Death in Service
- Parking allowance
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Excellent culture, promoting employee wellbeing and engagement.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Senior Financial Analyst role at Finning Canada involves financial modeling and analysis. Collaborating with business stakeholders for operational efficiency and cost management.
Operations Finance Manager at Sonos overseeing financial processes and supporting supply chain costs. Collaborating with global teams to enhance financial modeling and operational efficiency.
Director of Accounting & Financial Reporting managing financial operations at the Obama Foundation. Overseeing financial reporting and internal controls while leading the accounting team.
Detail - oriented Financial Reporting Senior Analyst preparing financial statements for compliance with regulatory standards at U.S. Bank. Overseeing audit processes and providing training to new staff on procedures.
Financial Analyst role at U.S. Bank providing financial analyses, forecasting, and consulting for management. Develops presentations and resolves data issues for business decisions.
Financial Consulting Director overseeing professionals assisting clients with financial planning and investment options. Responsible for developing strategies to achieve clients' financial goals.
Manager, Point of Sale Rebate Operations providing operational and technical support for POS Rebates program. Requires extensive experience in data analytics and knowledge of analytic programming tools.
Junior Project Manager Finance in the Public Sector managing software implementations for public administrations. Collaborating with clients and ensuring project quality, time, and budget compliance while engaging in hands - on projects.
Financial Analyst supporting financial planning, budgeting, and reporting at Mara Renewables. Collaborates on data analysis and dashboards to drive business insights with a hybrid work model.