Responsible for providing efficient and effective administrative support to a team of advisers. This encompasses the processing and management of client documentation

Principle Objectives and Responsibilities include the following, other objectives may be assigned:

• Check and then process all new business applications and associated paperwork through to submission to Providers either electronically or via hard copy as appropriate.
• Carry out electronic identity data verification of clients where appropriate.
• Chase new business applications and other client requests/transactions through to completion
• Assist advisers with appropriate management of clients’ cash holdings on Provider Platforms and placing trades in accordance with advisers’ instructions.
• Create and maintain accurate and up-to-date client and plan records on Intelligent Office
• Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
• Create, manage, and complete tasks on Intelligent Office in accordance with Company procedures.
• Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
• Where required: Assist in provision of quotations, key features, applications, and other relevant paperwork to advisers for their client meetings.
• Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
• Receive and deal with incoming documentation or correspondence relating to clients of their select team of advisers as appropriate.
• Ensure all correct documentation is provided to clients in a timely manner.
• Respond promptly to queries from clients, providers, and advisers.
• Process and chase death or other policy claims through to completion
• Complete additional one-off jobs when they arise.
• Promote professional behaviour by demonstrating courtesy and respect to all colleagues and always following the Company’s equality and diversity policy.
• Ensuring health and safety policies are observed.
• Adhere to Wren Sterling core values.
• Completion of other reasonable duties, as defined by the Senior Management Team

• 5 GCSEs passes or equivalent (including Maths and English)
  

• Basic knowledge of the financial planning market including different providers’ products and services
• Basic working knowledge of FCA Rules, Guidance Notes and Commitments that apply to job role