Job Overview
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* Deliver a superior client service that aligns with industry best practices.
* Collaborate with the Financial Planning team to create comprehensive client solutions.
* Manage sales pipelines and conduct research to inform client financial plans.
* Document queries, research, and actions on the client management system, ensuring accurate customer records.
* Provide administrative support, including document management, post processing, and technology operation.
* Develop and maintain professional relationships, promoting the organization and engaging in continuous skill development.
Key Responsibilities
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* Lead the end-to-end management of sales pipelines.
* Conduct thorough research and gather information for client financial plans.
* Document queries, research, and actions on the client management system.
* Maintain up-to-date customer/policy records.
* Support administrative functions.
* Nurture interpersonal relationships.
Person Specification
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* Knowledge: Customer service expertise, Microsoft office proficiency, administrative processes, and systems.
* Skills: Integrity, empathy, persistence, analytical thinking, time management, initiative, creative problem-solving.
* Experience: 2-3 years in a similar role.
* Qualifications: Membership of LIA or IOB, current CPD.