Client Service Administrator - London, United Kingdom - Your Resourcing Partner

Your Resourcing Partner

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Role overview

We are recruiting for a full time Client Services Administrator to support one Financial Adviser / Partner within a very successful Principal Partner Practice of St.

James's Place Wealth Management, based in Moorgate, London.

The role will be an integral part of the team, supporting the Partner (Financial Advisers) at an operational level with a mix of PA support work, client servicing, business processing and general administration.

Role content

PA / Administration / Team communication

Managing the Senior Partner's diary and book in client meetings
Providing general PA support
General Administration supporting a small team
Management of client ID procedure for investments, protection and pensions
Liaising with 3rd party providers to obtain relevant client information
Issuing investment letters of authority to providers, and chasing up where required
Managing workflow of current client cases
Ensuring all work is compliant within the practice
Managing the CPD / training requirements for the Partners

Client Servicing

Meeting Pack preparation in advance of client meetings
Acting as a point of contact for all client queries as required
Keeping all client details up to date from each meeting internally
Checking and issuing policy documentation
Ensuring the client records are up to date and compliant in accordance with the latest guidelines
Issuing wealth accounts or valuations to clients
Issuing signed documentation to Clients

Business Processing

Uploading client declarations onto iBusiness
Processing switches and surrenders and associated administration
Electronic Business Submission processing and setting up of Advice sets, uploading documents.
Ensuring Client records are fully compliant prior to submission

Person specification

Preferably previous experience of working in a similar Administrative role, with knowledge of financial services
Seeking a long term career in wealth management administration, working themselves up to Practice Manager level
Willingness to take on responsibility and selfmotivated.
High level of computer literacy i.e. Word, Outlook, Excel
Naturally technical and numerate, and able to pick up new technical programmes and processes with ease
Able to use own initiative, and work in a fastpaced environment
Ability to effectively prioritise, with excellent organisational skills
Enjoys working in an Administrative capacity in an Administrative / Practice Manager role.
Experience of dealing with High Net Worth clients
Good team player
High level of accuracy and attention to detail
Trustworthy and loyal, seeking longevity in role
Excellent telephone manner and well presented
Enthusiastic and willing to learn

Additional Information

Salary: £2434K per annum prorata, dependant on skills and experience.
Location: Moorgate, London (EC2V) minimum 3 days a week (although this will be required full time during the initial training period)
Hours of work: 37.5 hours per week, 7.5 hours per day flexible between 8am 6.00pm (recognition that extra hours may be required during peak times such as tax year end).

Paid Holiday: 25 days per annum, plus bank holidays.