Role Overview
To work collaboratively with and support the Independent Financial Advisers, Directors and Adviser Support team in line with Melville Core Brand Values commitments to our Clients.
Melville positively encourage a continuous improvement culture and improved ways of working and are committed to the personal development of our people.
Key Responsibilities
· Provide full administrative support directly to financial advisers and clients as part of a wider team, ensuring all documentation is accurate and processed in line with agreed service standards
· Obtain information, plan valuations, key features and illustrations required by advisers to enable them to research clients’ needs prior to recommendations, as and when required
· Process new business from submission to completion in adherence to the service standards and operational Wealth Management procedures and activity management
· Maintain compliant client records in shared electronic folders and on the current back office system, Xplan
· Ensure scanning and saving of all documents to Xplan in line with agreed file structure
· Manage Client Periodic Assessments of Suitability with advisers ensuring that these are actioned and completed in line with agreed service levels
· Maintain compliant review dates for periodic assessments of suitability
· Carry out all client administration in line with Compliance guidance as well as central policies and updates and department standard operating procedures
Full Details on the attachment below:
Wealth Management Support Administrator
If you are interested in joining our team, please send your CV over to eloise@mi-plc.co.uk
