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Our client is looking for an Administrator/PA to join their SJP Practice, with their head office based in London. This position will predominantly be a remote role, with travel into their London office once a month for team meetings. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board.
Key duties and responsibilities:
- Provide high level technical and administrative support to the adviser.- Deal effectively with queries from clients and other parties through effective communication;- Prepare files including compliance required documentation; research; illustrations and supporting documentation;- Ensure that files are complete with all required client identification documentation and necessary application forms;- Pipeline management- Process applications accurately and record the required management information;- Request information from 3rd parties and follow up on outstanding requirements.- Collate information for paraplanners.- Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;- Record completion dates on tracker and all the relevant documentation on file.- Maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board;- Coordinate internal projects and determine the best use of resources to increase customer satisfaction;- Monitor and measure client satisfaction.
Person Specification:
Knowledge and experience:
路 Experience in client servicing sector (desirable).
路 Experience of data collation and entry (desirable).
路 Experience in cashflow management (desirable).
Skills and behaviours:
路 Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
路 Excellent written communication skills;
路 Broad experience of Microsoft Office (Outlook, Word, Excel, Power Query, OneNote, Teams );
路 Good organisation skills;
路 Strong attention to detail;
路 Manages time effectively with the ability to multi-task;
路 Keeps calm when faced with conflicting demands and handles these effectively;
路 Demonstrates a positive attitude at all times;
路 Works well on own tasks as well as on shared goals as part of a team;
路 Open to change with a creative approach to problem solving.
路 Professional and confident in dealing with people, working with total discretion at all times;
路 Confident decision maker.
If this role is of interest to you then please submit your CV to Josie at Artemis Recruitment.
