Asset Management IFA Client Services/ Client Administrator/ Retail Client Operations – Surrey based

1 month ago

Greater Guildford Area, United Kingdom Martis Search Full time

The Role


Asset Management IFA Client Services/ Client Administrator/ Retail Client Operations – Surrey based (1-year’s Operations experience)


Martis Search are representing a Surrey based Asset Management company to hire a permanent “Asset Management IFA Client Services/ Client Administrator/ Retail Client Operations.”


In-our-opinion, they are one of the best boutique Asset Managers to work for in the UK.


In essence you will be fully responsible for the end-to-end Client Operations support process. For example, the majority of their external clients for this side of this business are “Independent Financial Advisors”(IFA’s) and Retail clients, both sets of clients are all based in the UK (with an 80:20 % split heavily in favour of IFA clients).


The IFA’s will bring in and introduce their book of Retail clients to the company’s Investment platform and the team are now supporting a brand new asset class called MPS (Managed Portfolio Services).

So, the person will have daily contact on the phone, email etc with the IFA’s and Retail Clients. The role is really broad and varied and covers:


  • Processing of new business/ Client Onboarding (and closing of new accounts for reasons such as bereavement, moving to an fund) Transfers In, Transfers Out.
  • Client Services (answering all related queries directly with the clients on the phone, or email, or post for example relating to their investments, Client Onboarding, Client Offboarding, Bereavements, Transfers In, or Transfers Out).
  • Managing external Transfer Agent.
  • Administrative duties - including opening post, allocating work, managing queries.
  • Cash & Stock Reconciliations.
  • Maintenance of client records.
  • Preparation and sending out of welcome letters and packs.
  • Client Money/ CASS processing.
  • Working closely with key internal stakeholders such as Sales/ Relationship Management, Risk, Finance & Compliance.
  • Related Project Management.


The successful incumbent will process and administer the firm’s Fund Manager’s business in a timely and accurate manner. They will monitor, oversee and process funds business on their internal/external platforms.

The company have a very healthy track-record and $ AUM to match. You must either be from an Asset Management, or Wealth Management background and have a minimum of 2-3 of the tasks responsibilities above and having worked within IFA Wealth Management Operations (with the willingness and aptitude to learn more and take on more responsibilities within the Operations role).


The company offer a hybrid mix of working-from-home and also in-the-office, but for the initial first three months you will be expected to go into the office full-time for on-the-job training.

This is an amazing opportunity for someone to work for a very successful Asset Management company and the firm is truly invested in career progression (i.e. after a period of time to potentially become an Operations Supervisor, or Manager, or move into another department such as Risk, Compliance, or Sales) and they also offer study support, i.e. IOC, IMC, CFA, or even Excel, VBA, or Python courses.


As this role is client facing, you will need to have a genuine “customer focused” approach, be a genuine people person and “go-getter” with good interpersonal skills, in both verbal and written form (i.e. sending out accurate emails and letters every day). In addition, having an aptitude with numbers and Excel is really important.


Lastly, you need to take ownership of all queries, both big, or small and be proud and “dedication to excellence” to follow-up every customers query, know when to escalate to management etc.


About you:


  • Excellent Communication and Interpersonal skills.
  • Collaborative Team player
  • Ability to prioritise workload and work to tight deadlines.
  • Good problem solving skills
  • Ability to handle difficult situations with tact and diplomacy.
  • Good administrative and personal organisational skills
  • Good numeracy skills
  • Good IT skills / ability to use Microsoft Office and Excel


Salary


£27,000 k pa - £30,000 k pa (dependent on experience), plus very good benefits.

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