Client Support

Job Title: Client Support Winchester

Job Type: Permanent

Location: Winchester (Hybrid: 2-3 days in the office)

Package: Competitive

Resource Solutions has an exciting opportunity for a Client Support administrator to join our client, one of the UK's leading investment management companies in Winchester.

Role Objective: Your primary responsibility is to provide administrative support to our client's financial planning advisers in all aspects of their advice process. This will frequently also mean that you will be the company's customers' point of contact for administrative matters.

Your key responsibilities include but are not limited to:

• Carrying out day to day administrative functions, complete and submit applications, keeping data up to date on Enable (internal CRM system).
• Ensuring contact with clients / providers is maintained throughout any processing - Completing electronic AML checks.
• Dealing with post, scanning, photocopying, filing and emails.
• Prepare and send letters of authority and obtain information on client policies to support research.
• Assist with the collation of client data and documents in the construction of suitable.
• Issuing communications for Group Scheme members.
• Producing schedules for Group Scheme clients in relation to Employee Benefits.
• Producing membership data for Group Risk Scheme renewal quotations.
• Inputting risk questionnaires and generating risk reports for Group Scheme members.
• New business submission - manage the case documentation process including uploading and submission of required compliance documents to Enable (our internal client management system).
• Prepare meeting packs and reports for Group Scheme Member meetings. Supporting the Financial Planner in the delivery of client meetings both electronically and/or in a face-to-face setting.

Requirements:

- Motivated and comfortable working in teams. Able to act on your own initiative and develop relationships with both advisers, clients and professional connections.

- Ability to prioritise multiple tasks in a deadline driven environment, the ability to make decisions and to work calmly under pressure are all key attributes.

- Solid Administration experience within Financial Services, ideally within a wealth management and/or financial planning business. Experience of Group Scheme/employee benefits would be advantageous - R01, FA1, FA2 Qualified, or looking to qualify, is an advantage.

- Experience with Client Management Systems, excellent telephone manner, communication skills and high standards of literacy are essential.

Interested candidates should apply at the earliest.