Private Client and Technical Administrator

1 month ago

Weybridge Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

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Private Client and Technical Administrator - Weybridge - Artemis Recruitment Consultants

Financial Services

Weybridge

15/09/2023

Type of Position: Private Client and Technical Administrator - Weybridge
Pay: £30k - £35k

Private Client and Technical Administrator - Weybridge

We are looking for a Technical Administrator for our client based in Weybridge. You will be joining a well-established wealth management firm, that offers great future progression and career opportunities.

The role comprises, but is not restricted to:

Client servicing and meeting preparation

  • Deliver the highest possible level of client service, consistent with developing and maintaining outstanding long-term relationships
  • Prepare for and attend client meetings where requested, taking detailed written notes and following up on any admin/technical admin actions after the meeting
  • Use appropriate systems and processes to submit new business to providers
  • Obtain information from clients to facilitate Annual Suitability Reviews
  • Obtain literature, illustrations and forms from providers and pre-complete basic client details
  • Prepare application forms and other documents for client signing or approval
  • 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
  • Deal with complex and technical client queries as directed by the Senior Private Client Adviser
  • Assist with the preparation of Voyant cashflow models in advance of client meetings if required by the Senior Private Client Adviser
  • Assist the Senior Private Client Adviser in producing comprehensive and clear suitability letters
  • Be willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours
  • In addition, working with the Senior Private Client Administrator to ensure the following is completed in line with the wider client service: liaison with product providers to ensure all applications are received and completed; produce accurate client portfolio valuations and statements using Intelligent Office; ensure client agreements, including fee schedules, are in place and are signed, documented and saved to the DMS.

Correspondence and client files

  • Ensure all client information is accurately maintained on internal systems (iO and Volume), including all written and electronic communication with clients and providers, and meeting notes
  • Ensure electronic client files are organised and updated, and easily accessible
  • Schedule and manage follow up tasks relating to client meetings and business submissions using iO to monitor and accurately record tasks.
  • Compliance with FCA and company procedures
  • Ensure the team remain compliant with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential
  • Notify the Senior Private Client 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

General administration

  • 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. ad-hoc scanning and filing
  • Handle client queries in a professional and timely manner.

     

Experience and Qualifications

The successful candidate will:

  • Have 3+ years’ experience within the independent sector of the financial services industry, in a relevant administration or paraplanning role, involving direct contact with high-net-worth clients
  • Have comprehensive experience of using iO (or an equivalent system) to perform an administrative role, as well as the required product and process knowledge to carry out the role effectively
  • Have excellent IT skills and written communication skills, being highly proficient in the use of Microsoft Office packages. A good working knowledge of Excel will be an advantage
  • Have sufficient understanding of the needs of Financial Services teams, and FCA rules and compliances, in order to effectively carry out the role
  • Relevant industry qualifications will be a distinct advantage.

Competencies

We need someone who:

  • Can build strong proactive working relationships with the Adviser team, clients and providers
  • Is proactive and organised, and will enjoy taking a degree of ownership of workflow management for the team
  • Is focused and motivated to deliver an exceptional level of customer service to clients, third parties and colleagues at all times
  • Is resilient and able to manage a demanding working and changing priorities
  • Demonstrates a common-sense approach to dealing with day-to-day administrative issues and displays exceptional attention to detail.

     

If you are interested in applying for this role then please forward a copy of your application to natalie@artemisrecruitment.co.uk

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