Core Experience / Competencies
- Competent with all relevant systems/platforms e.g. Intelligent Office (IO), Genovo, cashflow software.
- Strong customer service ethos – able to maintain relationships of trust across a diverse client base
- Process driven – able to follow defined processes to evidence adherence to PFS standards and policies, regulatory requirements and any other compliance demands.
- Attention to detail – working with advisers to ensure that clients have all the information they need in order to review and make decisions about their investments; that advisers and client support have the correct details to carry out client instructions; and that all this information is recorded in the agreed PFS format and process.
- Problem solving – able to find solutions to issues and non-standard situations as they arise, ensuring appropriate escalation and recording in line with complaints processes and/or feedback to ensure continuous improvement on PFS processes and toolset.
- Collaborative Communicator – building relationships with clients whilst maintaining trust and inspiring confidence. Liaising and working with administrator(s) and offering support to ensure correct illustrations, key features and applications are provided.
- Able to prioritise and manage workload – work with Adviser(s) to understand and prioritise client workload while balancing new business applications and ensuring provider forms are prepared as required and clients are updated throughout the process.