Financial Advice Administrator / Client Manager

Our clientA Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to workThe Role will includeBe the key internal point of contact for a portfolio of clients, responding to client queries and completing day-to-day portfolio administration.Take ownership of each client within the allocated portfolio by understanding their needs, producing relevant documentation, adhering to deadlines, and using task management within our CRM, Intelliflo.Produce, collate, and issue meeting packs for annual review meetings.Issue client meeting notes, coordinate and undertake action points.Communicate with clients by effectively liaising with Financial Planners, Paraplanners, internal pension teams (SIPP and SSAS) and third-party providers via telephone, email and secure portalThe Candidate EssentialsEducated to A level standard (or equivalent) as a minimumExperience in a financial services/ financial advice administration role e.g. Investments and PensionsGood technical knowledge of pensions and investments, their associated products, and their use in Financial Planning.The Rewards 4 x salary life assurancePension; 5% employer contribution, increasing incrementally in recognition of continuous service.24 days'' holiday, increasing incrementally in recognition of continuous service, in addition to bank holidaysHealth Cash Plan SchemeFree ..... full job details .....