Client Services Support - City of London, United Kingdom - Your Resourcing Partner Limited
Description
Role overview
We are recruiting for a full time Client Services Support to support one Financial Adviser / Partner within a very successful Principal Partner Practice of St.
The role will be an integral part of the team, supporting the Partner (Financial Advisers) at an operational level with a mix of PA support work, client servicing, business processing and general administration.
Role content
PA / Administration / Team communication
- Managing the Senior Partner's diary and book in client meetings
- Providing general PA support
- General Administration supporting a small team
- Management of client ID procedure for investments, protection and pensions
- Liaising with 3rd party providers to obtain relevant client information
- Issuing investment letters of authority to providers, and chasing up where required
- Managing workflow of current client cases
- Ensuring all work is compliant within the practice
- Managing the CPD / training requirements for the Partners
Client Servicing
- Meeting Pack preparation in advance of client meetings
- Acting as a point of contact for all client queries as required
- Keeping all client details up to date from each meeting internally
- Checking and issuing policy documentation
- Ensuring the client records are up to date and compliant in accordance with the latest guidelines
- Issuing wealth accounts or valuations to clients
- Issuing signed documentation to Clients
Business Processing
- Uploading client declarations onto iBusiness
- Processing switches and surrenders and associated administration
- Electronic Business Submission processing and setting up of Advice sets, uploading documents.
- Ensuring Client records are fully compliant prior to submission
Person specification
- Preferably previous experience of working in a similar Administrative role, with knowledge of financial services
- Seeking a long term career in wealth management administration, working themselves up to Practice Manager level
- Willingness to take on responsibility and selfmotivated.
- High level of computer literacy i.e. Word, Outlook, Excel
- Naturally technical and numerate, and able to pick up new technical programmes and processes with ease
- Able to use own initiative, and work in a fastpaced environment
- Ability to effectively prioritise, with excellent organisational skills
- Enjoys working in an Administrative capacity in an Administrative / Practice Manager role.
- Experience of dealing with High Net Worth clients
- Good team player
- High level of accuracy and attention to detail
- Trustworthy and loyal, seeking longevity in role
- Excellent telephone manner and well presented
- Enthusiastic and willing to learn
Additional Information
- Salary: £2434K per annum prorata, dependant on skills and experience.
- Location: Moorgate, London (EC2V) minimum 3 days a week (although this will be required full time during the initial training period)
- Hours of work: 37.5 hours per week, 7.5 hours per day flexible between 8am 6.00pm (recognition that extra hours may be required during peak times such as tax year end).
- Training: Full training shall be provided
More jobs from Your Resourcing Partner Limited
-
Wealth Management Administrator
London, United Kingdom - 1 week ago
-
Personal Assistant
Harrow, United Kingdom - 2 days ago
-
Junior Paraplanner
London, United Kingdom - 3 weeks ago
-
Wealth Management
London, United Kingdom - 1 day ago
-
Junior Wealth Management Administrator
London, United Kingdom - 1 week ago
-
Office Administrator
City of London, United Kingdom - 1 week ago