Client Administrator - Romsey, United Kingdom - New Forest Wealth Management Ltd

Description

Client Administrator

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.

An exciting opportunity has arisen within our team, for a Client Administrator. The role will be based at our offices in Ower, Romsey.

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 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
• 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.
• 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, 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:
One location


Reference ID:
Client Administrator