Full Description

Job Purpose:

 To provide an efficient and accurate day-to-day administrative service to a portfolio of clients, in support of a team of financial advisers.    

Key Tasks and Responsibilities

• To provide timely and accurate service to both clients and wealth advisers. ·         
• Administration of a portfolio of clients for pensions, investments and protection ·         
• Build relationships with clients and providers/insurers. ·         
• Ability to work within high compliance standards ·         
• To ensure that agreed service standards with clients are met. ·         
• Updating and maintenance of database system records and files. ·         
• Dealing with all aspects of queries from clients ·         
• Prioritisation of day-to-day work with the minimum of supervision. ·         
• Obtaining valuations/policy particulars for the advisers. ·         
• Any other administrative tasks as requested from time to time.     

Qualifications and Experience   ·         

• At least 4 years’ experience of the administration of client portfolios ·         
• Ideally has an understanding of or experience in the financial advice industry. ·         
• Holds or is willing to undertake relevant professional qualifications ·         
• Good knowledge of Office 365, particularly Excel and Word  

 

How to apply

To apply for this job please email jouhals@aforbes.co.je.

For more information please visit www.alexanderforbesoffshore.com.

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