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Business Support Associate

RECRUITMENTiQ
Job LocationEdinburgh
EducationNot Mentioned
SalarySalary not specified
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

RECRUITMENTiQ arelooking to recruit a motivated Business Support Associate in our clients office based inEdinburgh city centre to provide support to the advisory function.The RoleThe Business Support Associate is the backbone of the delivery of our service to our clients, both new and existing.You will be the face and voice of the company to ensure clients and other visitors always get the level of service we aspire to deliver.Responsibilities

  • Managing the advisers diary and the client meeting room bookings
  • Creating the new business pack for advisers ahead of client meetings to ensure compliant records created from outset
  • Following the IWP process for new clients including communicating with the client to confirm meeting details, outling what they should bring with them, creating new client records, obtaining information about the clients existing products, preparing illustrations,applying for new products and monitoring the new business process until it is complete
  • Identifying clients who are due for a review, updating adviser, diarising meetings and monitoring client responses to ensure those who are meant to have a review do so
  • Providing all the necessary paperwork for review meetings agendas, valuations, performance information, clients charges etc to ensure that the right conversations are held with our clients
  • Processing all paperwork for existing business including withdrawals, contributions, ISA allowances, POAs, etc.
  • Managing client proposition changes and fund switches for clients or products
  • Completing regulatory requirements including carrying out anti-money laundering checks, completing any necessary registers for new business, managing workflow within the back office, maintaining client records with notes of any calls received or made, adheringto industry regulation and firm processes on e.g. data protection, financial crime and online testing for CPD
Skills and Experience
  • Financial services experience
  • Good knowledge of using Microsoft Office packages in particular Excel and Word
  • IT literate
Strong verbal and written communications skillsExcellent interpersonal skills with individuals at all levels, internally and externallyFlexible approach to workThe ability to work on own initiative and also work as part of a team is desirableBenefits
  • 25 days annual leave
  • Company maternity and paternity pay
  • Group pension scheme
  • Study Days for relevant examinations,
  • Employee Assistance Programme
  • Death in Service
  • Flexible Benefits Package which includes Buy and Sell Holidays, Cycle2Work Scheme, PMI, Health Cash Plan, Dental Cover & retail discounts
  • Great opportunities for career progression including all the support you need to reach your career goals
  • Annual pay review: performance-linked pay increase and an annual bonus linked to company performance and KPIs
This is a great opportunity for a hard-working candidate who has a passion for delivering work to the highest standards and is looking for a rewarding career.In addition to an excellent support and development framework, you will be offered a competitive salary and the opportunity to work within a friendly team with a great working atmosphere in long-term employment.If you have the required experience and would like to take your career to the next step, please send your CV and cover letter.

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