Senior Private Client Administrator
1 month ago
A boutique wealth planner, asset manager and employee benefits specialist are looking for a Senior Private Client Administrator. This role offers either office based or home working paying up to £35,000. Working Monday - Friday (37.5 hours per week).
The role comprises, but is not restricted to:
- PA and general admin duties_
- Organise and diarise meetings on behalf of the Private Client Advisors
- Work with the Private Client Advisors to prioritise tasks
- Provide agendas and information requests prior to client meetings, if required
- Assist with the production of management information, as required by central teams
- Assist with general administration as required e.g. adhoc scanning and filing
- Client servicing and meeting preparation _
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant
- Correspondence and client files_
- Schedule and manage follow up tasks relating to client meetings and business submissions using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal systems, including Intelligent Office and the Document Management System (DMS), where appropriate
- Ensure client agreements, including fee schedules, are in place and are signed, documented and saved to the DMS
- Run client risk tolerances and carry out antimoney laundering checks
- Ensure electronic client files are organised and updated, and easily accessible
- Compliance with FCA and company procedures_
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS
- Record and file all relevant correspondence
Experience and Qualifications
- 5 years' experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.
Competencies
We need someone who can:
- Learn quickly and have the confidence to take responsibility for admin across a busy client team
- Work to pressing deadlines, being personally resilient and able to handle the pressure of a busy team, a demanding workload and complex client needs
- Assist the adviser team and clients in an enthusiastic and proactive manner, using organisation, time management and prioritising skills
- Demonstrate focus and motivation in delivering an exceptional level of customer service to clients, third parties and colleagues
- Work well under own initiative, with a commonsense approach to problem solving
Location: Farringdon
IF THIS ROLE IS FOR YOU, PLEASE APPLY TODAY
Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.
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