Position Title: Client Delivery Support
The main purpose of busy role can be spread across the country and responsible for the outputs of Financial Planners, Paraplanners and Client Relationship teams.
- Preparing client review packs and ensuring these are complete and to the standard required.
- Prepare application forms and liaise with providers to ensure that they are received and ensure that business is implemented as per the advice we have provided.
- Track, chase and ensure fees payable to the business are paid.
- Ongoing maintenance of client records on our in-house CRM system.
- Provide support to Financial Planners to assist them in servicing clients to the highest standard.
- Support the business in integrating new clients following the completion of acquisitions in to QPCA.
- Ongoing administration of client records and all other associated client support services.
- Developing and creating pathways for better Client Experiences/Outcomes.