We are looking for someone to provide a dedicated, accurate and efficient sales support service to the business.
Principal Accountabilities:
- Providing an efficient new business processing service for sales consultants, completing trades/fund switches, liaising with product providers and ensuring that new business is set up correctly
- Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings
- Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
- Ensuring that all client information is stored on the relevant system, and it is updated accurately and timely checking that all compliance requirements are met
- Preparing invoices for work completed for clients
- Issuing original policy documents to clients where appropriate and checking that copy documents/contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client
- Provide post-meeting administration support to consultants ensuring that all work is completed within agreed timescales
- Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity
- To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time
Essential requirements:
- Basic knowledge of all products and funds falling within area of responsibility
- Ability to build relationships with consultants and ensure an effective relationship is maintained
- 2 years of previous experience working for an IFA
- CF1
Desirable requirements:
- Certificate in Financial Services/Planning
- Intermediate skills in Intelligent Office
Why work for LIFT?
- A competitive salary
- 23 days holidays, increasing to 24 days when you reach 3 years of service, and 25 days when you reach 5 years of service. Plus opportunity to buy up to an additional 5 days each year
- Birthday day off
- Hybrid working – 3 days in the office/2 days WFH
- Permanent Health Insurance
- 4 x Death in Service
- 5% employer pension contribution
- Annual discretionary bonus scheme
- Exam and study support
- Quarterly staff recognition awards
- Quarterly social events
If this fantastic job opportunity is something you would be interested in applying for or you have any questions about this role, please give us an email: recruitment@lift-financial.com