About The Role

Provide support to the office/Adviser for a variety of tasks and, in turn, deliver a professional, compliant, effective telephone and administration based service to our clients.

Responsible for submission of all new business to product providers/lenders and delivering a first-class on-going service to our existing clients.

This role is to fully support the Partner(s) to service and grow their client business book. Opportunities for internal progression, as you develop skills & knowledge, are available as vacancies for all Partners support are advertised internally. 

Key Responsibilities:

  • Provide an excellent telephone-based service to clients and third parties.
  • Maintain Enable system ensuring that all tasks & activities are completed in line with company policy and procedures.
  • Handle all valuation tasks and queries in a timely, compliant manner, meeting agreed performance standards.
  • Contact and liaise with relevant product providers/third parties to obtain accurate policy information for valuation & annual review production.
  • Take ownership for the management of online platforms access for all within your team, together with the Unipass Certificate management.
  • Complete client related activities or general tasks as instructed by Partner and follow through to completion dealing with any queries that arise from these activities.
  • Develop and maintain effective relationships with colleagues, clients and third parties.
  • Maintain the accuracy & integrity of client data held on Enable to include input and cleansing as appropriate.
  • Submit & maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested.
  • Be aware and act upon any compliance, risk and quality issues.
  • Maintain up to date knowledge of procedures by reading all updates & action all notifications issued on the Intranet (PWM Hub).
  • Provider recommendations/improvement ideas to increase operational efficiencies within the team.
  • The ability to draft simple advice reports/letters, calculations and Fusion top up reports under Partners guidance/supervision.
  • Where carry forward or tax calculations are requested to be completed the role is to ensure that all historic transactions are received.
  • Research providers/funds, using PWM ARC matrix & other proposition guidance where appropriate and as directed by Partner.
  • Source relevant illustrations from providers on terms agreed with Partner.
  • Life Cover Quotes. To support and produce quotations as and when required. Manage underwriting process from application to completion and communicating progress to all relevant parties.
  • Handle all client disengagement requests in a timely, compliant and efficient manner that will meet the agreed performance standards.
  • Provide cover and support to other members of the team during sickness & holidays where deemed necessary by Directors of PWM.

No terminology in this advert is intended to discriminate on the grounds of gender, race, disability, age, sexual orientation, religion, or belief, and we confirm that we will gladly accept all applications. 

About You

Our continuing growth means we are looking for experienced individuals to help us deliver first class technical knowledge and high levels of service to our clients, whilst also providing constant support to our Advisers.  Could this be you?

You will have the following skills and experience:

  • A good level of relevant experience, more likely within an independent environment, supporting an individual or team of Advisers.
  • You should be confident dealing with high net worth private clients.
  • The ability to building relationships whilst delivering a level of service which exceeds expectations. You will also need excellent verbal and written communication skills and the ability to work under pressure.

We can offer you a rewarding and fun working environment, where we will actively encourage you to develop your skills, and to become more knowledgeable in all aspects of financial planning. We positively support the taking of exams, and the spreading of knowledge through our Development Programme.

You may have experience of the following: Financial Administrator, Administrator, Client Relationship Co-ordinator, Client Relationship Manager, Customer Services Manager etc., 

Reporting to: 

Day to day working with assigned Partner(s) and ultimately reporting to Operations Director.

About Us

We are Partners Wealth Management, an award winning firm, founded to bring true independent advice to meet the bespoke needs of high net worth individuals.

The firm was founded as a partnership with the following guiding principles which still remain at the heart of our business today:

  • Lifelong partnership with our clients
  • True Investment Independence - the freedom to partner with leading investment managers
  • PWM’s Private office - Partnering clients with leading solutions in all areas of financial need.

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