Wealth Planning Admin Assistant - 6 month FTC

at  Close Brothers Group

OVERALL SUMMARY

Join Close Brothers Asset Management team to support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis.

RESPONSIBILITIES

• Obtain information on existing policies; this will include issuing a letter of authority, chasing up providers regularly and obtaining the information either online, over the telephone or in writing.
• Produce new business illustrations, using either our own or 3rd party software.
• Prepare information/comparisons for analysis by the Paraplanner and Adviser. This will cover the use of Pulse, IMAGO, Iress and other financial planning software.
• Request and obtain application forms and other associated paperwork.
• Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
• Ensure adherence to Department’s and Company procedures and Department’s Key Performance Indicators (KPIs)/objectives.