Job Purpose
To support advisers in the delivery of a high-quality, compliant, and effective service to clients through a combination of telephone and administrative support. Acting as a central point of coordination between advisers, providers, and clients, the role is responsible for ensuring a smooth and positive advice journey, fostering strong relationships and delivering an excellent client and partner experience throughout the process.
If successful, you will be formally employed by Partners Wealth Management.
Key Responsibilities
• Liaise directly with clients and relevant third parties (phone/email)
• Work with relevant product providers to obtain accurate policy information for valuation and annual review production
• Maintain all internal systems, ensuring the accuracy and integrity of client data and that all tasks and activities are completed in line with company policy and procedures
• Submit and maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested
• Research providers/funds, using in-house models and other proposition guidance
• Support and process new business and Life Cover quotations as and when required
• Managing the underwriting process
• Executing trades as instructed by partner/s