Client Administrator - Romsey, United Kingdom - Burgh Recruitment Ltd (Financial Services)
Description
Client Administrator
Location:
Ower, Romsey
Salary:
Up to £25,000
We are a partner practice of St. James's Place Wealth Management Ltd (SJP) a FTSE 100, UK Wealth Management Company.
We are a friendly, dynamic company and pride ourselves with our team spirit and our willingness to get involved across the board.
An exciting opportunity has arisen within our team, for a Client Administrator.The Client Administrator role is a full-time position and will be based at our offices in Ower, Romsey.
Your Role:
Client Administrator
The Client Administrator role is an interesting position that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a "can do" working style.
- To be actively involved in embedding Salesforce by formalising processes and seeking resolutions to system issues
- To undertake all elements of onboarding a new client, to include Prospect Manager, adding new prospects to the St. James's Place Wealth Management Ltd systems (iBusiness and Salesforce), client verification and due diligence
- To prepare for clients' Annual Review Meetings, including Meeting Agenda, preparing clientfacing report, create and submission of Advice Set
- To support the partner in obtaining Protection Quotes, provide illustrations, product information and to undertake underwriting calls directly with the clients'
- To manage the clients Online Wealth Account preferences
- Provide cover for all administrative expectations such as, but not limited to, client fund 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
Key Skills:
Client Administrator
- Must have previous experience of working in a fastpaced office environment
- Previous experience of St. James's Place is preferable, but not essential, although previous experience of Financial Services or Wealth Management Sector is 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
James's Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
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