Job Description
Senior Support - Life and Pensions
Our Wealth Advisory team are seeking an experienced individual to support our growing business. The successful candidate will be working with a team of advisors to support our high net worth Private Clients and Employee Benefits teams. The role offers remote working but requires presence in our office three days per week.
The Role:
You will work with a lean team of advisors who provide financial advice to a range of clients. Key responsibilities include:
+ Offering support to advisors and clients throughout the new business lifecycle and ongoing management of existing business
+ Preparation of new business documentation and the processing of same
+ Liaising with pension and investment providers to ensure client requests are actioned within expected timeframes
+ Ensuring advisors are aware of any requirements outstanding on new and existing business cases
+ Support...
Our Wealth Advisory team are seeking an experienced individual to support our growing business. The successful candidate will be working with a team of advisors to support our high net worth Private Clients and Employee Benefits teams. The role offers remote working but requires presence in our office three days per week.
The Role:
You will work with a lean team of advisors who provide financial advice to a range of clients. Key responsibilities include:
+ Offering support to advisors and clients throughout the new business lifecycle and ongoing management of existing business
+ Preparation of new business documentation and the processing of same
+ Liaising with pension and investment providers to ensure client requests are actioned within expected timeframes
+ Ensuring advisors are aware of any requirements outstanding on new and existing business cases
+ Support...