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    Senior Administrator - Farnham, United Kingdom - Tiffanys Wealth Management Ltd

    Tiffanys Wealth Management Ltd
    Tiffanys Wealth Management Ltd Farnham, United Kingdom

    1 week ago

    Default job background
    Full time Administrative
    Description

    TIFFANYS WEALTH MANAGEMENT LTD

    Financial Services Senior Administrator

    Position Description

    • Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role – Team Leader/Management experience essential

    Person Description

    • Must be extremely Organised and able to multitask.
    • Must have strong communication skills.
    • Team Player.
    • Dependable and reliable.
    • Determined and positive mindset.
    • Must be able to use initiative.
    • Demonstrate a hard working attitude, willing to go the extra mile.

    Main Objectives

    • To deliver a First Class Service to the Advisors and clients
    • Overseeing Advisor diaries
    • Staff 121's
    • Point of contact for Staff members to assist with queries/issues
    • To assist with the daily running of the office
    • To work alongside the Management Team ensuring excellent client outcomes
    • To build knowledge in Financial Services
    • To build and maintain strong relationships with clients and keeping them up to date with progress on their requests
    • To liaise with external providers gathering information
    • To provide Administration support to the Advisors ensuring accuracy and attention to detail
    • Ensure Staff are up to date with training

    Client Administration

    • Production of Wealth Accounts and Investor Returns
    • Client servicing process including Annual Reviews
    • Managing and overseeing the completion of Debrief actions
    • Seeing cases through from start to finish via our case tracking system.
    • Holding weekly staff meetings
    • Gathering information for reports
    • Business Processing using multiple systems
    • Completing Actions requested from the Advisors
    • Ensure processes are followed within our internal systems such as updating client data correctly in line with compliance
    • Working alongside PA ensuring client reviews are up to date
    • keep your knowledge and training up to date by completing required and additional training modules
    • Provide training to staff members on any updates/changes to processes
    • Ensuring our training material/checklists and systems are up to date
    • Data recording of Partner summaries
    • Liaising with Paraplanners
    • Ensuring invoices/insurances/complaints/errors are dealt with and managed

    General Office Duties

    • Being a point of contact for clients, answering the telephone, greeting clients and visitors to the office
    • Overseeing Mailshots/marketing

    Compliance

    • Ensure your knowledge of Compliance issues is up to date and take examinations as required to evidence this
    • Ensure all tasks within your remit are carried out in a Compliant fashion, in relation to both internal procedures and regulatory requirements
    • Advise Management team of any possible breaches of Compliance

    Advantage/Preferred

    • Previous management Experience
    • Previous St. James's Place Wealth Management experience

    Must Have

    • Financial Services experience (Pensions and Investments)
    • Team leader/worked alongside management assisting with management duties

    Technology

    • Imputing and maintaining information on company databases

    Benefits

    • Permanent position, subject to probationary period of six months
    • Salary dependent on experience. Potential to increase as skills develop and role responsibility progresses
    • Holiday of 4 weeks i.e. 23 days in addition to public holidays
    • Pension included. (autoenrollment after probation period)
    • Private Medical Cover (after probation)

    Job Type: Full-time, Permanent

    Salary: Dependent on experience

    Schedule: 8:45am – 5pm Mon - Fri

    Ability to commute/relocate: Farnham, GU9 8BB: reliably commute or plan to relocate before starting work (required)

    Work Location: In office

    Job Types: Full-time, Permanent

    Schedule:

    • Monday to Friday

    Experience:

    • Team management: 1 year (preferred)
    • Administrative: 1 year (preferred)

    Language:

    • English (preferred)

    Licence/Certification:

    • Driving Licence (preferred)

    Work Location: In person

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