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Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and has hybrid working available.
Responsibilities
- To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following.
- Training and mentoring new and existing team members on a face-to-face basis to facilitate early adoption of systems and processes
- Undertaking ad hoc tasks and project work when required for the Head of Wealth Management Support and the Operations Manager
- Arranging client meetings for the adviser via email or telephone
- Preparing for adviser client meetings including quote requests, obtaining valuations and appropriate literature
- Preparing annual review packs including annual fee tables
- Undertaking client anti-money laundering checks in line with compliance procedures
- Preparing and submitting applications and supporting documents to product providers both electronically and in paper form.
- Inputting new business proposals to the back-office system in line with Company procedures
- Undertaking fund switches and rebalances upon the instruction of the client and adviser
- Dealing with day-to-day client and provider correspondence by post, email and telephone.
- Maintaining accurate records of all verbal and non-verbal communications with the client
- Maintaining accurate information on the back-office system
- Maintaining client files in line with Compliance procedures including scanning of documents where required
- Keeping track of fees and chasing where appropriate
Essential
- Previous experience in an adviser support role within an IFA firm (at least 3 years)
- Previous experience of processing business on wrap platforms
- Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
- Ability to work as part of a team as well as on your own initiative
- Ability to critically evaluate information, probe and challenge the facts
- A flexible and adaptable attitude towards work
- Ability to work accurately and in accordance with procedures
- Excellent time management, ability to meet deadlines
- Experience of using provider platforms and product provider extranet sites
- Experience of Microsoft Word, Excel, Outlook
- Certificate in Financial Planning or equivalent
Highly desirable
- Previous use of the Time4Advice (Curo) back-office system
- Experience of working for a Discretionary Fund Manager
- Progression towards Diploma qualification
- Previous experience of the Morningstar platform
If you are interested in this position then please submit a copy of your CV to Sam at Artemis Recruitment.
