Minimum of 3 years experience within a financial advice firm supporting IFAs.
Very high level of attention to detail.
Ability to work independently, managing their own workload of tasks delegated by the team manager.
Previous experience with the following providers would be very useful in terms of familiarity with navigating their website for client information and completing transactions, as well as submitting new business.
Experience using our back office system Intelliflo and any experience of the following would be very useful but not essential:
Defaqto
O&M profiler
IO Planning (Cashflow planning)
Role
Meeting and greeting clients, answering and dealing with incoming enquiries. Diary Management – arranging appointments with clients and updating advisers’ diaries. New Business
Obtain illustrations, application documents, and all paperwork required for business processing. Processing and submitting new business adhering to the new business workflow. Case Ownership. Following submission of new business, tracking this all the way through to completion, keeping the client updated and managing their expectations throughout. Letters of Authority – submitting to client for signature and to providers to get all of the required plan details for research and analysis. Contact:
Danielle Smith Email:
danielle.smith@dmdrecruitment.co.uk Phone: T: 0161 383 1747 / M: 07749 494996
#J-18808-Ljbffr
Meeting and greeting clients, answering and dealing with incoming enquiries. Diary Management – arranging appointments with clients and updating advisers’ diaries. New Business
Obtain illustrations, application documents, and all paperwork required for business processing. Processing and submitting new business adhering to the new business workflow. Case Ownership. Following submission of new business, tracking this all the way through to completion, keeping the client updated and managing their expectations throughout. Letters of Authority – submitting to client for signature and to providers to get all of the required plan details for research and analysis. Contact:
Danielle Smith Email:
danielle.smith@dmdrecruitment.co.uk Phone: T: 0161 383 1747 / M: 07749 494996
#J-18808-Ljbffr
