Role overview: 
*Develop and manage relationships with independent financial advisers, through market leading service and support. 
*Process client and adviser firms’ instructions efficiently, getting them right first time. 
*Focus on personal development and initiatives that continually improve the service to advisers.
Job Responsibilities
Portfolio Administration
*Answering calls promptly, providing them with high quality service. Aiming to supply all the information needed on the first call efficiently and accurately.
*Carrying out instructions received via post, online and e-mail.
*Adhering to all processes and meeting daily deadlines, ensuring our service is consistent and the business is compliant with FCA regulations.
*Understanding the risks and governance requirements for the Group and adhere to the controls in place, flagging and escalating risks and errors that you find.
Relationship Management
*Managing & Developing relationships with the financial adviser firms based in the region of the UK.
*Understanding the different business models of the Adviser firms that you manage.
*Owning and managing relationships with several key adviser firms.
Education & Knowledge Requirements
Essential:
*Educated to GCSE Level or equivalent, with at least a ’C’ in English and Maths
Desirable:
*Financial Services Qualification (IOC, CFP)
*Knowledge and understanding of ISAs and Pensions
*Basic knowledge and understanding of Unit Trusts, OEICs, ETFs and equities
*Knowledge of Onshore and Offshore Bonds
*Knowledge of structured products, fixed interest products and Investment Trusts
Experience Requirements
Essential:
*Previous experience in client facing or customer service-based role
Desirable:
*Experience of providing direct service to financial advisers
*Minimum of 18 months financial services experience