Job Information

Our Clients’ based in North London are a very successful Wealth Management company who require an additional member of the back office team to support Advisers and Paraplanners.

There is the opportunity to work in a Hybrid pattern.

The Operational Support role spans over two key areas of the Operational Support Department; namely Policy Servicing and Client Reviews Administration.

The Policy Servicing Team are generally responsible for all manner of administrative duties, updating the back-office system (X-Plan) and providing support to the Paraplanners and Advisers.

The Client Reviews Team is responsible for preparing client valuation packs for regulatory review meetings. Below is an outline of the key duties encompassed within each area that make up the overall role of Operational Support:- Policy Servicing:-

· Achieve a comprehensive understanding of the Policy Servicing process and assist to develop where necessary.

· Ensure that the new leads process is adhered to and all tasks are updated on X-Plan.

· Attaching incoming post to X-plan and updating plan if necessary.

· Respond to postal queries, for example, failure of direct debits, client reviews.

· Ensure the correct threads and tasks are activated in X-Plan where appropriate, resultant in the use of correct template processes.

· Receive letters of authority, sending same to the relevant providers and ensuring receipt of all requested information, in writing and completion of checklist.

· Update X-Plan accurately and in a timely fashion with Plan information.

· Ensure all documents/e-mails are attached to X-Plan against the correct Plan and under the correct type and sub-type.

· Respond to queries and information requests from the Paraplanners/Advisers and clients. · Deal with changes of address, bank details and client terminations in the appropriate way.

· Ensure the tax return process is accurate and fully adhered to.

· Deal with payment queries

Please apply online or contact Cameron James for a full bob description