Date posted:
Job type:
Full time
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Short Company Profile:    

Established in 2012, the Beaufort Group of Companies is a leading provider of retail financial services advice and products. With offices throughout the UK, the Group delivers high-quality financial planning and investment services through its subsidiaries, Beaufort Financial and YOU Asset Management (YOU).

Beaufort Financial is a nationwide partnership of IFAs offering sophisticated and transparent financial advice to private companies and individual clients

Role Responsibilities, Principal Objectives & TCF

New Client Onboarding, Novatians and Agencies

  • Create and oversee the migration plan for each new firm with timescales and actions, agree plan with partners and internal customers
  • Monitor and deliver the plan, escalating any issues as and when they arise
  • Keep on-boarding clients and Head of Strategic Partnerships appraised of progress
  • Keep records of customer and provider interactions, process customer accounts and file documents
  • Make calls to reach out to providers and verify account information
  • Advise on company information and resolve customer queries in a timely and efficient manner
  • Complete provider forms and setup provider/platform agency accounts
  • Manage incoming calls and emails
  • Prepare and process mail merges
  • Follow communication procedures, guidelines, and policies.

Competenticies and behaviours required

Communication: Ability to communicate with all levels of the organisation, including Directors, Senior Management, internal & external partners, Advisers and support staff. High level of attention to written communications and numerical detail.

Teamwork: Ability to collaboratively with others and to delegate across multiple departments to ensure the smooth and timely delivery of onboarding.

Problem solving: Highlighting and pre-empting problems and offering solutions proactively & objectively. High level of problem solving and troubleshooting skills.

Self-management: Self-motivation, initiative, organisation, and accountability are key to this role.

Planning & organising: Essential – manage the priorities given and meeting various internal, external, and regulatory deadlines.

Technology: Must maintain a high level of computer literacy. Knowledge of the following highly beneficial and be willing and able to learn to use new systems & technology efficiently.

Software – Office 365/OneDrive, Microsoft Windows, iOS, and Android Operating Systems, Microsoft Office (particularly Word and Excel, Mail merge, PowerPoint), Cloud Solutions , Intranet, Helpdesk

Hardware – PC and Laptop, Telephone

Learning: Preferred: Familiarity with a regulated environment is desirable.

Essential: Excellent communication and presentation skills, strong phone contact handling skills and active listening, ability to identify learning gaps in self and suggest solutions to fill those gaps. Ability to identify and carry out process enhancements and improvements.

Experience: Previous experience in office admin essential. Working knowledge of Intelliflo an advantage.