Client Service Support – London – Salary £35,000 + Benefits

Client Service Support – London – Salary £35,000 + Benefits

Primary Functions

  • Preparing first meeting packs – as and when required
  • Inputting fact find details into our back office system – Intelligent Office (IO)
  • Set up clients on IO
  • Input case onto IO
  • Input initial fee (commission) onto IO
  • Input expectation of future income onto IO
  • Obtain illustrations (IRESS/Exchange or other methods e.g. provider websites) Obtain KFds or KIIds
  • Input/Produce ATR Questionnaire (FE Analytics/E-value)
  • Prepare Suitability letters/reports for Adviser sign off (using templated system) Obtain & copy Anti Money Laundering documents
  • Complete verification form for Adviser signature
  • Pass prepared case to Compliance (using checklists)
  • On-Line Processing (where relevant)
  • Updating IO on a continual basis with updates/changes/progress on cases using activity manger and other workflow functions
  • Produce Review Packs for clients
  • Weekly planning / strategy meeting with Adviser