Job Description

- This is an office based role only so please consider the commute.

- Only applications including the 3 Skills Tests will be considered.

- We are looking for a long-term, permanent employee. If this does not match your chosen career track, please do not apply.

About us

Strategy Financial Ltd is based in Hatfield, Hertfordshire and we offer a comprehensive financial planning service for Mortgage, Protection, Pension and Investment needs.

Main Purpose of Job

Working under the supervision of the Practice Principal and Client Services Manager you will maintain and develop the relationship with Practice clients, you will assist in regular client management, utilising the Customer Relationship Management systems and maintaining processes and systems to facilitate this function. You will provide administrative support to the Practice/Practice Principal/Advisers. You may also be involved in the setup, design & implementation of a marketing strategy including the development of traditional marketing materials.

Duties & Responsibilities:

1. Client Communication, and Relationship Management

Answer incoming calls and emails promptly and professionally Act as the first point of contact for client queries and redirect where necessary Maintain excellent client relationships through timely, friendly communication Manage client onboarding (Discovery Process) including welcome packs, accurately recording Factfind information, and collating compliance documents

2. Client Servicing and Review Process

Run the annual review process according to the firm's workflow Prompt advisers on due reviews in line with the compliance policy and dates recorded in Intelligent Office and ConcertHub Book client review meetings and manage adviser diaries Send meeting reminders and follow-ups Request up-to-date valuations and prepare review documents Send post-meeting letters and action points Follow up on agreed actions with providers or clients

3. Administrative Support for Advisers

Follow workflows for tasks you will be responsible for Prepare client meeting packs and reports (including valuations, policy summaries, Fact Finds) Generate Suitability Reports, illustrations and provider brochures according to the adviser's instructions and ensure any letters are consistently formatted according to the firm's branding Process Letters of Authority and follow up with providers Manage submission and tracking of new business applications Liaise with providers for information, updates, and documentation Update Intelligent Office and ConcertHub with meeting notes, documents, and client records.

4. Document & Data Management

Maintain accurate, up-to-date and compliant client records Scan, label, and upload documents and servicing letters efficiently and in line with GDPR requirements Ensure client documentation is complete, signed, and properly stored in line with our close case process

5. Operational & Office Support

Monitor the client services email inbox and distribute tasks accordingly Manage office supplies with the Practice Administrator Support the wider team with ad hoc admin tasks as required Contribute to process improvements to enhance efficiency and client service

6. Marketing

Assist with the firm's marketing strategy which may include creating and posting content for social media, email campaigns, newsletters, literature, and the website
Job Types: Full-time, Permanent

Pay: 25,000.00-28,000.00 per year

Benefits:

Company events Company pension Free parking On-site parking
Schedule:

Monday to Friday
Ability to commute/relocate:

Hatfield AL10: reliably commute or plan to relocate before starting work (required)
Education:

GCSE or equivalent (required)
Experience:

Financial Services and / or Administration : 2 years (preferred)
Work Location: In person