Job Information

The role is flexible. 2 or 3 days in the office and the remainder of the week working from home.

Duties:

Client Service Support or CSS (akin to IFA Sales Support / Junior Para-Planner)

What is their primary aim or function in the Job:

Supporting advisers in all aspects of the advice / client service process.

What is their role in general terms including their primary function or aim:

Primary Function

Preparing first meeting packs - as and when required

Inputting fact find details into our back office system – Intelligent Office (IO)

Set up clients on IO

Input case onto IO

Input initial fee (commission) onto IO

Input expectation of future income onto IO

Obtain illustrations (IRESS/Exchange or other methods e.g. provider websites)

Obtain KFds or KIIds

Input/Produce ATR Questionnaire (FE Analytics/E-value)

Prepare Suitability letters/reports for Adviser sign off (using templated system)

Obtain & copy Anti Money Laundering documents

Complete verification form for Adviser signature

Pass prepared case to Compliance (using checklists)

On-Line Processing (where relevant)

Updating IO on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions

Produce Review Packs for clients

Weekly planning / strategy meeting with Adviser