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Admin/Junior Paraplanner
Salary: to £ 30000 p.a.
Location: ,
Type: PERM
Ref: VR/04842
Job Specification
Ref: VR/04842
JOB DESCRIPTION AND PROFILE
Job title:Client Services Assistant
Prime function: To provide an efficient and high-quality service to clients of Clear Financial Advice.
Key Contributions and Outputs:
ØMaintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community
ØAccurate upkeep of the client details on the database to ensure up to date client details are maintained
ØProvide support to deal with new enquiries and prospects
ØDealing with existing client enquiries
ØSupporting the development and maintenance of internal relationships to help maintain business flow and meet agreed targets
ØPromoting the profile of the business within the profession and wider communities
ØContinuous professional development to meet personal development needs.
Key Tasks & Responsibilities:
ØEnsuring that all processes, procedures and client communications are conducive to a high standard of customer care
ØSupporting the on-boarding of new clients into the business
ØMaintaining existing client review communications
ØHelping to deliver client referral strategy
ØWorking alongside the Client Services Team to deal with all client queries to a high standard, ensuring client satisfaction is maintained
ØEnsuring all client information and communication is kept up to date on our back-office system, Intelligent Office.
ØUsing O & M Pension Profiler (when relevant).
ØInput client ATRs into Financial Express - FE, to analysis and report outcomes.
ØActing like a client concierge if and when required
ØAssisting the investment department with the quarterly switching
ØDealing with mortgage enquiries and administration
ØSupporting the delivery of and achievement of the client service standards
ØClient continual improvement feedback communications and maintenance
ØIndividual workflow and task delivery.
ØGeneral office duties which would include, answer incoming phone calls, stationery ordering, dealing with incoming and outgoing post.
Ideally have:
ØA minimum of one years experience working in the financial services industry.
ØKnowledge of pensions and investments
ØGeneral mortgage knowledge would be an advantage
ØStrong IT skills (preferably with experience using Intelligent Office and Excel).
ØExcellent attention to detail.
ØGood communication and people skills.
ØAbility to work under pressure when required and with minimal supervision.
ØAble to analyse data.
ØHighly organised, methodical and disciplined with a good eye for detail.
ØAble to work within defined business processes.
ØRO1 would be an advantage with a willingness to progress with exams, studies and personal development.
Additional Information and Benefits:
ØWorking hours 9am - 5pm in our office based in Banstead
Ø25 days holiday plus 2 extra days at Christmas
ØDeath in service
ØWorkplace pension
ØStudy support and career development
Compiled by: Joanna Lawton
Compiled on: 01/26/23
Great News! We've discovered an exciting live job opportunity for a Admin/Junior Paraplanner position in London. This job is currently open for hiring/recruiting by Nelson Scott, exclusively for you at United Kingdom Jobs Expertini. Feel free to download the job details here.
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The work culture at Nelson Scott must adhere to the Ethics of Work Culture as described in the Ethical framework of the UN Charter. You can gain more insights into their local workplace environment by exploring their jobs Nelson Scott and also by visiting their official website through Google.
The World Cities Report 2020 sheds light on the intrinsic value of sustainable urbanization in United Kingdom, particularly within London. It explores this value from economic, social, and environmental angles, encompassing the intangible aspects that contribute to London's distinct character. Moreover, the report delves into the role of innovation and technology, the responsibilities of local governments, targeted investments, and the effective implementation of the New Urban Agenda in promoting sustainable urbanization globally. For a deeper dive into population growth trends and diversity in London, additional details can be found on London Wikipedia.
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Admin/Junior Paraplanner jobs are available in United Kingdom.
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