Private Client - London, United Kingdom - Blakemore Recruitment

Blakemore Recruitment

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Purpose of Role

Accountabilities
Providing administration support across client-facing admin teams

Adhoc teambased administration support to cover, for example, holiday or sickness absences, temporary increases in workload or adhoc data cleansing work
Support the transition and integration of administration work as a result of acquisition projects or new adviser induction
Ensure client data is accurately maintained on iO and Volume (our DMS), including all written and electronic communication with clients and providers and meeting notes
Ensure client agreements, including fee schedules, are in place and signed, documented and saved to the DMS and that all client records are up to date on iO
Schedule and manage follow up tasks relating to client meetings and business submissions, using iO to monitor and accurately record tasks
Produce client portfolio valuations and statements and assist with trades and portfolio rebalancing if required
Close plans correctly on iO in a timely manner and ensure income expectations are entered on the system and settled if required

Assist other members of the Central Administration Team with the training and development of new client-facing administrators.

Provide handson backoffice system training for new admin staff
Act as a 'buddy' for new administrators, helping them settle into the business and be the first point of call for queries
Assist in the preparation and maintenance of training documentation for admin staff.

Intelligent Office project work

Data auditing and datafocused project work relating to improvement of data quality, acquisitions and new adviser hires, improvement of MI reporting, historical data cleansing and any work associated with improving the efficiency of iO as a backofficesystem
Note this is expected to comprise a significant element of overall workload.

Experience and Qualifications

23+ years' experience within the independent sector of the financial services industry, in a relevant administration role
Sound technical knowledge covering pensions, investments, and protection and the underwriting process
Demonstrable experience of delivering client service at the highest level
Excellent written and verbal communication skills with high attention to detail
Excellent IT skills, being highly proficient in the use of Microsoft Office packages with at least intermediate Excel knowledge
Understanding of the needs of Financial Services teams and FCA rules and compliance
Relevant industry qualifications will be an advantage but are not essential.