Client Administrator - Winchester, United Kingdom - Interpersonnel UK Ltd
Description
Client Administrator (Financial)
Up to £28,000 depending on experience
Winchester
Open to hybrid/flexible working
Overall Purpose of the Role
As a key member of our client facing teams, your primary responsibility is to provide administrative support to our financial planning advisers in all aspects of their advice process.
Your role will be providing administration support for Chartered Financial Planners in all aspects of their advice process including the following:
- Ensure contact with clients / providers is maintained throughout any processing
- Completing electronic AML checks
- Prepare and send letters of authority and obtain information on client policies to support research
- Assist with the collation of client data and documents in the construction of suitable recommendation reports and prepare related client correspondence
- Issuing communications for Group Scheme members
- Producing schedules for Group Scheme clients in relation to Employee Benefits
- Updating Group Risk Scheme Reviews
- Producing membership data for Group Risk Scheme renewal quotations
- Inputting risk questionnaires and generating risk reports for Group Scheme members
- Diarising annual reviews and making appointments
- Group Risk Schemes and Annual Pension Scheme Corporate Governance,
- New business submission manage the case documentation process incl. upload and submission of required compliance documents to Enable (our internal client management system)
- Prepare meeting packs and reports for Group Scheme Member meetings. Supporting the Financial Planner in the delivery of client meetings both electronically and/or in a face to face setting.
- Preparing and issuing documents to be signed electronically via Adobesign
- Receiving visitors
- Other general admin duties as and when required
The knowledge, skills, experience, and qualifications you need
Motivated and comfortable working in teams. Able to act on your own initiative and develop relationships with both advisers, clients and professional connections.
Ability to prioritise multiple tasks in a deadline driven environment, the ability to make decisions and to work calmly under pressure are all key attributes
Solid Administration experience within Financial Services, ideally within a wealth management and/or financial planning business. Experience of Group Scheme/employee benefits would be advantageous
R01, FA1, FA2 Qualified, or looking to qualify, is an advantage. There is the opportunity to obtain financial qualifications but this is not essential.
Experience with Client Management Systems.
You will be required to complete the range of educational and training tutorials on our internal client management and client asset custody and administration and dealing systems, Enable and Fusion, as well as be fully conversant with our online client portal,Wealth Platform.
Excellent telephone manner, communication skills and high standards of literacy are essential.
Interpersonnel is an equal opportunities employer. All our current vacancies are on our website
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