(London based)

Create and maintain client records on CRM to a high standard
* Ensuring AML is up to date and recorded on the system
* Liaise with clients and third parties as necessary to process client requirements
* Dealing with the New Business process:
o Pre-populate forms needed to send to clients
o Send forms out to the client and follow up
o Check forms on return and chase any outstanding documents or information
o Maintain Know Your Client and AML due diligence on the CRM system
o Follow up on missing client documents
o Scan the completed and signed application documentation
o Send documentation to provider or process online
o Keep client up to date with the progress of their application

* Prepare annual review valuations
* Address and answer clients' and intermediaries' administrative queries
* Process client income requirements under instruction from the Planner
* Process cash movements to DFMs under instruction from the Planner
* Undertake any projects or duties requested by the Planners or Principals in a timely and accurate fashion
* Validate, instruct and check address amendments
* Assist with answering telephone, general administration, filing and post
* Scan all relevant client documentation to the system
* Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.
* Prepare client review packs for Planner's client meetings
* Maintain recurring activities for reviews, cash balance queries and drawdown reviews
* Successfully complete the compulsory Anti-Money Laundering and Information Security training and any other mandatory compliance or regulatory training as required by the business, Group and FCA regulations