Leicester outskirts (hybrid – 1 day per week working from home)
Salary £25,000 - £34,000 dep on exp + benefits
My client is an established Wealth Management organisation and they now have a fabulous opportunity for an experienced administrator, who is IT literate and able to build and nurture client relationships to join their team. Ideally you will have a financial services background.
The Role
The Client Support Team is fundamental to the success of this business, as the first point of contact for clients and providers alike. This involves provided administrative support of the highest standard and so that regulatory requirements are met from start to finish of the client journey. As Client Support you will report to the Client Support Manager and constantly be looking to reduce business risk, increase efficiency and improve client outcomes, largely leveraged by the effective use of technology, adherence to company processes and outstanding customer service.
Duties & Responsibilities
* Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly
* Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings
* Providing an effective link between the client and the adviser, ensuring that both are kept up to date with all matters relating to their financial affairs
* Ensuring that all client information is stored on the relevant system, that it is updated accurately and in a timely manner, checking that all compliance requirements are met
* Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales
* Ensuring that any complaints (formal or informal), breaches or losses are reported to the Commercial Director at the earliest possible opportunity to facilitate speedy resolution
* To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements
* To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively
* To support with process improvements and developments and business projects, to drive the company forwards
* To support with suitability, cashflow and client portal in line with set processes, templates and house views
Skills, Qualifications, Knowledge & Experience
Essential
* Excellent prioritisation and organisation, ensuring deadlines are adhered to and managing own workloads
* Advanced data and IT skills, including data input, accuracy and navigation
* Ability to build relationships with clients and advisers and ensure an effective relationship is maintained
Desirable:
* Experience of working for a Financial Adviser, with specific industry and product knowledge
* Certificate in Financial Administration or equivalent
* Experience of Intelliflo Office and/or other Industry IT systems
Rewards
Competitive salary | Workplace pension & salary exchange (5% employer and 3% employee equivalent) | 23 days holiday allowance, plus public holidays | Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year | Private medical scheme following successful completion of 6 months’ probation | Hybrid working up to 1 day a week from home in addition to flexible working for appointments | Funding and support for professional development
Discounts on our services |Referral scheme
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website
Salary description
£25000.00 - £34000.00 per year