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Our client is a very well-established firm of Financial Planners based In a beautiful, rural location of Wolverhampton. An exciting opportunity is now available for a Senior Client Administrator (Technical Administrator) to join the established team in which the successful candidate will provide support to the Practice and work alongside the wider administration and paraplanning function.
Key Responsibilities
- Liaise with administrators and paraplanners to ensure the delivery of all business process needs
- Compiling, clear and comprehensive reports, with recommendations that are within compliance standards
- Provide post meeting OSL’s for all clients and action any associated tasks including keeping up to date and accurate client information records on Salesforce
- Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis
- Work within and stay up to date with template changes and advice notes
- Practice day to day knowledge sharing with colleagues, in order to upskill yourself and others
- Supporting and responding to incoming calls and emails with regards to new business, replacements and client enquiries
- Assist to prepare files including: compliance required documentation; research; Analytics; illustrations; external plan summaries; carry forward calculations; Voyant; DocuSign and other supporting documentation
- Assist to prepare documentation required for client / advisor meetings, including preparation of presentation packs / ceding information and review meetings
- Organise, monitor and chase obtaining ceding information to support the paraplanners
- Process applications accurately, including EBS submissions and advice sets, recording the required management information on Salesforce
- Ensure all documentation for business submissions are checked and appropriately submitted to SJP / Clients and third parties
- Assist in progressing applications with ceding schemes, advisers, clients, and other third parties to ensure that each case completes in a timely manner and is checked via case tracking
- Processing client withdrawals and encashments in line with the compliance guidelines from SJP and document accordingly;Attend and contribute to meetings when called upon, both practice and client
- Complete regular training and upskilling, including technical competence at an appropriate level to meet the requirements of the role and the needs of the business
Knowledge and Experience
- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly
- Excellent written communication skills
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Good organisation skills
- Strong attention to detail
- Manages time effectively with the ability to multi-task
- Keeps calm when faced with conflicting demands and handles these effectively
- Demonstrates a positive attitude at all times
- Works well on own tasks as well as on shared goals as part of a team
- Open to change with a creative approach to problem solving
- Previous experience in a financial services administration role
- Knowledge of relevant regulation and legislation (desirable)
Required Competencies:
- Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks in spite of distractions and interruptions
- Team Work: Promotes cooperation and commitment within a team to achieve goals and deliverables
- Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems
- Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement
- Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand
- Planning and Organising: Manages own time, priorities, and resources to achieve goals
- Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business
If this role seems like something you are interested in then apply online or for further information speak to one of our specialist consultants quoting reference NJR 15457
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