Private Client Administrator - Bury St. Edmunds, United Kingdom - GCB Agency Recruitment

GCB Agency Recruitment

Verified Company

Bury St. Edmunds, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Location:
Suffolk, Bury St Edmunds

Discipline:

Financial Services

Job type:

Permanent

Benefits:

£20,000

£26,000
Published:
Expiry date:

We are currently looking for a Private Client Administrator to join our clients, an established and Chartered Wealth Management firm in the Bury St Edmunds area.

My clients are recognised as one of the largest independent regional advisers.

For over 30 years, their specialist teams have supported clients in the construction of sound financial plans for their families or their businesses alike, enabling them to make Financial Planning decisions based on the advice they have provided.

Working hours:

Monday
Friday 8:45 am 5 pm.

The successful Private Client Administrator will be offered:

£20,000
£26,000
Profit Share Bonus
25 Days + Bank Holidays (Also closed between Xmas and new year for extra days)
Birthday off
Hybrid Working 3 days in the office, 2 from home.
Free Parking
Life Cover and Income Protection
All Qualifications are paid for and lots of study support offered

To be considered for the Private Client Administrator role you must have the following:

Willingness to work hard and have a can-do attitude
Experience working in a regulated or professional environment
Strong verbal and written communication skills
Ability to understand and adhere to regulatory requirements and internal policies
IT literacy and ability to work with a number of systems and insurer/provider systems
Attention to detail and accuracy and ability to proof check your work and others
Team working and flexibility
Methodical and organised working practices enabling deadlines to be met
Experience to work within a team and being able to prioritise and juggle work by liaising with colleagues
Ability to adapt to new technology and ways of working digitally
Taking an interest in processes and systems and feeding back where a process could be developed or improved
Behaving in a professional manner at all times both in the office and with clients

As a Private Client Administrator, your role will involve the following:

Client Servicing
liaising with insurers/providers and third parties, providing information and updating systems
Backoffice system Intelliflo updating various aspects of the system ensuring client records are accurate
Client Review Meetings preparing packs for the advisers which combine various reports and documents being generated from our backoffice system, as well as insurer/provider sites. In addition, checking client holdings and systemheld records, which will further define the review pack enclosures
Maintaining a clear audit trail within the backoffice system and keeping colleagues updated with progress reports
Client Review Meetings involvement with postreview work, including checking and formatting meeting notes, following through on some client actions, updating our backoffice system and insurer/provider systems
Creating client records and inputting fact find information, including querying input with advisers to ensure our records are 100% accurate
Supporting colleagues with a range of ad hoc and general tasks which helps enable the wider team to provide bestinclass service to our clients

This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.