Purpose of the role
To provide high quality technical support across the team to enable Financial Planners and Directors to deliver a consistent, high-level service to clients. Being aligned to an individual Financial Planner or several FPs across the team
Help maintain and develop a number of client services
Support and develop junior team members to enable them to be as efficient and effective as possible, sharing technical resources across the team as necessary
Key responsibilities
Deliver a proactive high-quality support service to Financial Planners and Directors, assisting with technical problem solving where necessary
Check more complex policy analysis and complete complex calculations for clients
Liaise with clients, dealing with their queries and ensuring all client correspondence is clear and accurate
Prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow/CGT calculations, as and when required, in conjunction with line manager approval
Hold regular meetings with your peers to discuss cases and to highlight changes in legislation that we need to consider and ideas for enhancing the services we deliver.
Involvement with developing procedures for the team
Ensure internal systems and processes are followed consistently amongst team members
Support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client
Highlight serious issues or system errors (provider systems or internal systems) to your line manager, dealing with day-to-day issues autonomously
Provide technical training as required and support individual learning and development
Maintain and update your personal development record
Undertake project activity to feedback recommended changes to promote best practise of key processes and procedures, including client facing documents
Personal Specification
Diploma qualified (essential)
Thorough knowledge of systems and processes
Experience of dealing with a number of high level technical queries
Providing accurate and timely information and administrative support
Development of others
Managing complex technical issues
Maintaining a working knowledge of product key features, policy benefits and competitive strengths of providers’ products
Maintain market knowledge by attending provider seminars and technical updates as well as financial and industry media updates
Platform functionality
Mandatory compliance training
Pass ‘lead support’ knowledge test
Attention to detail/accuracy
Computer literate and data management, including company specific software
Analytical, Decision making & problem solving
Ability to train others
Planning, time management and organisation skills
Report writing & presentation skills
Time management
Ability to build and maintain relationships
Ability to work pro-actively, on own initiative and as part of a team
Communication – written and verbal
Benefits
29 days holiday + office closed between Christmas and New Year + Birthday off
5% pension contribution
Flexible working
Hybrid working (two days from home)
Profit Share
Social events
Free parking
Free drinks/fruit
Cycle to work scheme
Length of service recognition
Discounted legal services
Life cover and income protection
Healthcare cash plan
Private health care scheme
Professional qualifications supported financially
Salary description
£35000.00 - £45000.00 per year