Our client is a well-established and successful Cheshire based, whole of market financial planning practice, they provide a unique and modern approach to financial planning for high-net-worth individuals.
Our client was awarded Chartered status from the Chartered Insurance Institute in 2013, showing their commitment to high levels of standards and professionalism.
Candidates will report to the Compliance and Operations Manager and be responsible for themselves whilst managing the business support team. The team consist of four administrators and one apprentice.
The candidate will be responsible for overseeing the teams processing of new business, proactive ongoing client management, servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers as well as undertaking these actives themselves. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.
Key responsibilities and accountabilities: