Client Systems Lead
Responsible for auditing and refining client data to enable Jacksons Wealth Management to report accurately to clients and their regulator, and to drive efficiencies across the firm. Working as part of a motivated team to excel at client service.
We need help with our data. As a company with a deep history, we have complex client records held on industry-specific database systems. These same systems help us reconcile client fees, report to our regulator and drive efficiency in all areas of operation.
The role will require you to get to know the database intimately, as well as learning how we operate as a practice. We will fund qualifications to help you with that. You will need to be able to speak to product providers like insurance companies and investment houses to track down fees, and ask for policy details and transaction histories. Your main responsibility will be to audit each client record to make sure it is as complete as possible, so that we can provide accurate reporting on our clients’ financial affairs.
At the same time. You won’t be holed up in a box somewhere staring at a screen. You’ll be an integral part of the team working in our bright and airy offices, answering the phone, greeting clients and representing Jacksons.
There is also a career path here, should you want to pursue it. The role could potentially lead to a shift into becoming a paraplanner or financial planner.
You are enthusiastic, keen to progress and always aim to do the best in whatever task you’re faced with. You are highly proficient in the use of office software and have an aptitude for learning new systems and apps specific to our profession.
You are sociable and keen to help others. You’re happy to go above and beyond if the need arises. You are aware that you will be an ambassador for our firm, and that every single interaction reflects on Jacksons, as well as on you. To that end you are articulate, personable and well-presented. Attention to detail comes as second-nature to you.
Our clients trust us with the most intimate details of their finances, so your commitment to confidentiality is essential.
We can teach you everything you need for the role, but any background in finance or insurance would obviously be an advantage.
Education at degree level would be desirable but not essential.
Jacksons Wealth Management is a 44-year established financial planning practice, serving generations of families with their finances both here in Cornwall and further afield. We pride ourselves on maintaining very long-term relationships with our clients, in some cases over decades. We work with our clients at every stage of their lives to optimise their finances, enabling them to get on with living great lives.
Our team members tell us Jacksons is a great place to work. We all get on well together and help each other out as much as we can. A client visiting our office recently told us there was an atmosphere of ‘relaxed focus’ – we like that.
Applications must be submitted through the Unlocking Potential Jobs website