Company Overview
Wren Sterling is a progressive UK-wide independent financial advice business. In complex markets that change frequently, we help our Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored to their specific needs. Wren Sterling specialises in all aspects of savings, investments, and retirement planning to individuals. Through successful partnerships with Building Societies, we deliver independent financial advice to their customers. For corporate clients we provide advice on engaging employees through the provision of group risk, protection, and other employee benefit solutions.
Role Overview
Responsible for providing efficient and effective administrative support to a team of advisers. This encompasses the processing and management of client documentation.
Principle Objectives & Responsibilities
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
Knowledge Required
- 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
Skills Required
Essential skills:
- Communication (min: developer): Able to adapt the language, style and method of communication depending on the needs of the client or colleagues.
- Organisation (min: achiever): Can prioritise daily tasks, and restructure day as ah-hoc duties require, arranging client-related tasks as a priority.
- Customer Service (min: ): Understand what good customer service is and prioritise customer work to deliver good service.
- Teamwork & Collaboration (min: developer): Understand the importance of teamwork and how collaboration can improve outcomes.
- Technology (min: developer): Understand and be able to use technology for the role effectively.
- Expertise (min: developer): Has the required expertise to do the role and understand areas for improvement & looking for opportunities to develop.
Desirable skills:
- Experience of Intelligent Office back-office system.
Job Types: Full-time, Permanent
Pay: £26,000.00-£30,000.00 per year
Benefits:
- Additional leave
- Cycle to work scheme
- Employee mentoring programme
- Enhanced maternity leave
- Enhanced paternity leave
- Financial planning services
- Health & wellbeing programme
- Sick pay
- Work from home
Experience:
- Independent Financial Advice (IFA) Administrator : 1 year (required)
Location:
- Gloucester GL2 5EA (preferred)
Work Location: Hybrid remote in Gloucester GL2 5EA
