Client Administrator - Romsey, United Kingdom - New Forest Wealth Management Ltd
New Forest Wealth Management Ltd
Romsey, United Kingdom
Verified Company
3 weeks ago
Description
We are a friendly, dynamic company and pride ourselves with our team spirit and our willingness to get involved across the board.
We are a partner practice of St. James's Place Wealth Management Ltd (SJP) a FTSE 100, UK Wealth Management Company.The below job description covers a variety of duties but is not exhaustive.
Financial Services
- To undertake all elements of onboarding a new client, to include:
- Input all leads and referrals onto Salesforce and allocate appropriately
- Adhere to all ID&V Compliance requirements and undertake PROMs for all new clients
- To review and submit content of client completed Discovery Document onto Salesforce
- Complete all 'Know Your Customer' requirements
- To be actively involved in embedding Salesforce by formalising processes and seeking resolutions to system issues
- To prepare for clients' Annual Review Meetings, including Meeting Agenda, preparing clientfacing report, create and submission of Advice Set
- To undertake reviews for all Protection Clients
- To manage the clients Online Wealth Account preferences
- To make contact with clients in accordance with their marketing preferences, to include circulation of content such as SJP eBriefing and The Investor
- Provide cover for all administrative expectations such as, but not limited to, client switches, withdrawals, Deeds of Assignments and LPT trust documents
- Assist with compliance and case files and business submission where required, including suitability letters, review documents, business processing and other tasks associated with new business
- Prepare adviser meeting packs for upcoming meetings
- General follow up with the administration centre of St. James's Place Wealth Management Ltd and external providers
- Maintaining and updating all client records
General
- Provide administration support to the Partner/Practice Manager as required
- Support the daytoday business operations within the Practice
- Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
- Maintain technical competence at an appropriate level to meet the requirements of the role
- Maintain a good working relationship with colleagues, clients and third parties
- Answering telephone calls and assisting caller where possible; transferring calls where needed; taking messages and passing to relevant person
- General Client Work (mostly investigative)
- Respond to client queries and adhoc issues
Package
- Full Time Salary of £21,000 £25,000, depending on experience and qualifications'
- Participation in company bonus scheme, after qualifying period
- Company pension scheme
- 28 days Holiday (inc Bank Holidays)
- Free Car Parking, friendly office
- Based just off the M27 near the Ower Roundabout
Key Skills
- Must have previous experience of working in a fastpaced office environment.
- Previous experience of Financial Services or Wealth Management Sector is desirable, but not essential.
- Previous experience of audio typing is desirable, but not essential.
- You will be methodical, organised and accurate at all times, always completing tasks within set time frame and to a high professional standard
- You are a selfstarter and able to work with little or no supervision
- Exceptional attention to detail
- Good use of the English Language verbal, reading and writing
- Good telephone manner
- Excellent experience of Microsoft Word, Excel, Outlook
Job Types:
Full-time, Part-time, Permanent
Salary:
£21,000.00-£25,000.00 per year
Benefits:
- Company pension
- Free parking
- Onsite parking
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Loyalty bonus
Ability to commute/relocate:
- ROMSEY: reliably commute or plan to relocate before starting work (required)
Work Location:
In person
Reference ID:
Client Administrator