The Company TaxAssist Direct Financial Services is a young business looking to grow their team. This role requires you to have the ability to work within a fast pace environment, adapt to industry changes and adjust to various deadlines and progress within the firm.
The TaxAssist Group are a multi award winning Franchisor and employer.
THE ROLE: We are seeking someone experienced in Financial Services Advisory Support to join our friendly team. You will be responsible for effective clerical support to our team of financial planners. We are financially regulated company. It is important our colleagues ensure there is accurate adherence to policies, procedures and regulatory responsibilities. Your role will include building good relationships with clients, internal departments and external stakeholders.
KEY RESPONSIBLITIES:
- Provide outstanding customer service to meet expectations of clients, franchisees and colleagues including financial planners.
- Timely and accurate processing of all client documents and returned queries to ensure that client’s needs are met.
- Responsible for the processing of all departmental administration tasks, with a high degree of accuracy. This will include recording and allocating leads to the Financial Services Team.
- Escalate any unresolved issues to the specialists providing them with enough information to investigate the issue.
- Adherence to regulatory and legislative controls.
- Build and develop policy, processes and procedures, recommending improvements to increase efficiency and improve quality
- Work as part of a team, supporting colleagues and promoting a positive work environment and team spirit.
- Confident in delivering an efficient, consistent and high-quality service at every interaction.
- More specifically workload to include:
- Letter of authority issue and chasing
- Chasing financial information from clients
- Liaising and chase the networks admin team (VAS)
- Potentially helping advisers with FE analytics and Selectapension reports
- Helping new advisers get registered on Platforms
- Take client telephone calls and answer basic client queries and refer to financial planners as needed
- Prepare and book in client review meetings including relevant paperwork
- Manage diaries and book initial meetings
- Send attitude to risk questionnaires to clients prior to meeting and chase
- Help clients with portal
- Send marketing literature to franchisees
- Help Franchisees with introducer portals
- Help administer/manage our workflow tool (Finova) • Provide support to the management team where required.
Requirements
The Candidate Previous experience in pensions and investment support in an IFA firm is essential.
SKILLS & EXPERIENCE REQUIRED:
- Experience of working in pensions and investments administration is essential
- Some experience of mortgages and protection administration is beneficial
- Advanced organisation skills to prioritise and manage daily tasks and meet exacting deadlines with a high degree of accuracy
- Excellent interpersonal skills and advanced communication skills (written and verbal) – ability to build rapport with financial planners, clients and 3rd parties across all communication channels,
- Advanced problem-solving skills and flexibility to move between different tasks at short notice with ability to remain calm and to share information in a clear and logical manner
- High degree of IT literacy – to navigate a broad range of internal systems, including competent user of Outlook suite
- Have a confident manner, and be able to ask for help in the first instance, to help with problem solving and to enable you to progress and grow within your role.
The Rewards We will recognise your contribution with:-
- Respect for your wellbeing and work-life balance. Overtime and weekend working are not part of our habit. We work a 35-hour week full time.
- Free 24/7 Employee Assistance Programme for all staff and qualifying family members.
- A fair remuneration package with up to 33 days paid holiday per annum including a Christmas shutdown
- Company sick pay – up to 30 days per annum
- Death in Service Cover – 2 x salary (following probation)
- Company share scheme
- Salary sacrifice scheme – pension
- Free car parking
- Subsidised gym membership
- An annual eye test paid plus contributions towards glasses (within policy)
- Auto-enrolled workplace pension scheme
- Study support
- Bonuses for performance, referrals and recruitment.
- Preferential service from our in-house Financial Services team.
- Attendance at our 3-day biannual conference event
Salary level: Starting salary £24k dependant on skills and experience plus discretionary annual bonus (after probation)
We are an equal opportunity employer and value diversity at our company. We do not discriminate on your background or needs, if you require any adjustments to make the recruitment process easier please let us know.