Job Purpose
To support advisers in the delivery of a high-quality, compliant, and effective service to clients through a combination of telephone and administrative support. Acting as a central point of coordination between advisers, providers, and clients, the role is responsible for ensuring a smooth and positive advice journey, fostering strong relationships and delivering an excellent client and partner experience throughout the process.
Key Responsibilities
• Liaise directly with clients and relevant third parties (phone/email)
• Work with relevant product providers to obtain accurate policy information for valuation and annual review production
• Maintain all internal systems, ensuring the accuracy and integrity of client data and that all tasks and activities are completed in line with company policy and procedures
• Submit and maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested
• Research providers/funds, using in-house models and other proposition guidance
• Support and process new business and Life Cover quotations as and when required
• Managing the underwriting process
• Executing trades as instructed by partner/s