Morrinson Wealth is committed to operating in line with the principles of a responsible business for its clients, people and relationships with the wider industry partners. We are delighted to be accredited by the Good Business Charter demonstrating the 10 areas of responsible business for a fairer, ethical and positive culture.

The purpose at Morrinson Wealth is to ensure people are empowered to realise their aspirations, and to foster a collaborative and inclusive culture. We aim to be an equal opportunities employer and we are determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.

In anticipation of the needs for Advisers who work in partnership with Morrinson Wealth, we are looking for candidates that wish to express an interest in applying for any upcoming roles in the near future.

OVERALL JOB PURPOSE

You will be involved in monitoring all aspects of the daily actions required to support the Advisors fulfilling the requirements of client expectations and client operations team’s needs. Identifying and reviewing areas of change process management to ensure a high-quality service.

PRINCIPAL DUTIES

PA Duties

• Diary and Inbox Management
• Weekly stats – meetings to be uploaded to CRM and KPI tracker
• Client servicing:
  • Compliance – Due diligence checks completed and performas uploaded
  • Servicing – Ensuring clients are signed up to e-briefings, online access etc
  • Scheduling reviews, APT meetings
• Prospect Servicing:
  • Booking in 2nd/3rd/4th meetings
  • Actioning any tasks on back of info we receive from client/providers
• Admin Duties:
  • LOA – Check completed correctly by client
  • Send task via CRM system 
  • Check ins with BST member and chasing providers and clients until all info required received
  • Recommendations – Updating CFR in line with Voyant 
  • Send task via CRM system to EBS/Paraplanners 
  • Create handover and send to relevant team
  • Business Register – Chasing outstanding funds from clients/providers. Complete actions that may be holding cases up with Admin/Providers
• Meeting Packs:
  • Complete a basic Voyant and include expenditure questionnaire
  • Add investment funds to analytics
  • Complete annual allowance calculations if required
  • Update overview page in line with whether client has a Will, APT, ID, AML etc
  • Note client’s current investments with SJP and regulars if any
  • Attach wealth account and investor return for clients
  • Include any other info from previous meeting note actions if necessary
• Meeting Notes:
  • Complete all actions on meeting notes
  • Keeping all trackers up to date (LOA, BR, Dlist, Client & Prospect)

PERSON SPECIFICATION

Experience of working within a financial services sector
Demonstrable experience of building rapport and interacting with clients effectively
A driven individual with a focus on client service and leading a high-performance culture
Experience in using either Salesforce or a CRM system
Adaptable to change management plans and advocate business initiatives
Highly skilled and organised to manage multiple case management progress channels
Strong numerical ability and ability to analyse financial data and performance metrics
Confidence and ability to influence senior stakeholders
Ability to work autonomously as well as follow directions from managers
IT technically proficient including Office 365
Committed to advocating and encouraging an inclusive and diverse team culture.
Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.

OFFICE LOCATION

Depending on the specific adviser need, the role would require some flexibility to attend the offices based in Lombard Street - Bank. We are currently operating on a hybrid working model, although there may be opportunities for a fully remote position if suitable for the adviser.

CORE VALUES

At Morrinson Wealth we strive to encourage an environment that embodies our core values in all interactions we have with our colleagues and clients. By creating a culture of respect, trust and mutual appreciation we feel proud to be able to enjoy working with welcoming, friendly and collaborative teams.