Supporting Financial Advisers in the provision of Advice to clients, by updating client files and providing timely portfolio summaries with information details for client meetings.

Key responsibilities include:

Duties will include:

• Integrating with sales support processes to assist the sales team
• Interacting with suppliers to obtain information and handle customer accounts
• Assisting senior consultants with account management
• Ensuring processes for sales and sales support are constantly improved and updated
• Maintaining the company database keeping information and documents accurate and complete
• Supply point and contract audits
• Procurement – interacting with supplier to gain power, gas and water pricing
• Creating customer cost comparisons
• Terminating accounts
• Organisation of I&C accounts
• Support Requests (SME)
• Ensuring the company database is kept up to date