Client Investment Services Coordinator
Eight Wealth Management Ltd, United Kingdom
Job Description
At Eight Wealth Management Ltd our people and our culture, are our most valuable asset in putting our clients at the heart of everything we do!
We are a Chartered Status, successful and highly regarded large business partner of St James’s Place Wealth Management Plc (SJP) a FTSE 100, UK Wealth Management Company.
We have a wealth of expertise within our five office locations across the south coast, with experienced, qualified and Chartered advisers.
An exciting opportunity has arisen on our busy Client Investment Services (CIS) team as a CIS Co-ordinator based at the Marlow office. The CIS team is responsible for all day to day business transactions following on from and in preparation for adviser meetings with our clients. No two days are the same however the main role responsibilities are :
· Submit and process all new business (excluding mortgages) including Protection; UFPLS; Ad hoc DD withdrawals
· Prepare meeting packs for presentation of pre-approved replacement business
· Chase withdrawal proceeds for replacement business and liaise with clients in this regard
· Monitor all business submissions through to issue and deal with any related queries
· Prepare trust paperwork required for submission of new business
· Maintain accurate records of new business submissions, Suitability Letter completion, and replacement business progress
· Use CRM database to record all client interactions
· Support advisers and PAs, as appropriate, in relation to new business processes
· Pipeline chase for advisors
· Deal with any error correction work by liaising with Partnership Accounts and the Admin Centre’s
· Write MIFID Switch Letters
. Preparation and Submission of Withdrawals for existing Investments
Requirements
Excellent communication skills
Organisational skills
Team work willing to help others in the team
Ability to prioritise conflicting demands and deadlines
Attention to detail to ensure production of accurate and timely documents
Computer literacy
Proficient data input skills
Ability to navigate between multiple systems
Product Knowledge Pensions, Investments (Unit trust, ISA, Bonds, EIS, ITS, VCT), International Investments, Protection
Systems Knowledge CRM and iBusiness
Benefits
Competitive Salary
Pension Scheme
Personal Medical Insurance
https://eightwealthmanagement.co.uk/