Purpose of the role:
This exciting position provides an excellent opportunity for a talented individual to play an active role in servicing Financial Intermediaries (FIM). In this role, you will be a key team member, ensuring a superior client experience by providing excellent administrative and organisational support in all client-related processes.
Responsibilities:
- Maintain, build, and establish both client/FIM day-to-day business
- Offer solutions directly in daily contact with financial intermediaries, i.e. professional clients
- Handle daily customer inquiries and orders
- Work in collaboration with your team concerning FIM Business Development
- Be responsible for the specific risk management of all your assigned FIMs and end-clients
Skills required:
- Ideally, several years of experience in a similar role as a client advisor
- Minimum RDR level 4 relevant qualification (securities paper inclusive), but preference for level 6
- Strong network and a firm grasp of both the UK & Jersey markets and regulatory frameworks
- Excellent computer skills and are willing to familiarize themselves with new applications and processes
- Resilient team player and truly service oriented, who is highly organized and able to manage urgent and competing deadlines on a daily basis