Job provided by HEAT Recruitment
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About the job
In this new role you will provide a valuation support service to all advisers within the company, enabling the adviser to track performance and carry out full client reviews as part of the ongoing client service.
You will learn and understand the back-office system, updating and maintaining accurate data both manually and electronically.
On a regular basis you will be producing a suite of reports to form the client valuation pack and ongoing internal reporting tracking productivity and the team’s performance.
Adhering to strict FCA regulations and internal policy and procedure.
Ensuring client reviews are completed in a timely manner on a quarterly, half yearly or annual basis depending on the requirements of the adviser and client categorisation,
Carrying out ad-hoc valuation requests, either for client meetings or for the adviser’s own review purposes. Able to respond and adapt to changes in work priorities.
Handling telephone calls from colleagues and clients in respect of any queries they may have about their valuation.
Confident in calling providers and liaising with 3rd parties for valuations on specific plans on a regular basis.
Maintain work management reports of all valuations completed, and use this tool to oversee all valuations have been checked by the adviser before being subsequently sent out to the client.
Answering the telephone in a professional and timely manner, dealing with incoming enquiries and taking the appropriate action.
Meet and greet clients – arranging refreshments and catering when applicable.
Experience within an accounts/administration role, preferably within the financial services industry.
GSCEs or equivalent. A-level / BTEC National qualifications desirable.
Good communication skills, both oral and written.
Good knowledge of Microsoft Office, particularly Excel.
Synonyms: IFA Administrator, Wealth Administrator
If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.