Finance and Admin Manager

2 weeks ago

Slough Berkshire, United Kingdom Financial Divisions Full time

Senior Financial Administrator (Wealth Management) City of London/Hybrid
Up to £43k plus bonus and benefits
A highly responsible and visible role has arisen with our client, a boutique, private client Wealth Management firm, a well established business with a loyal client base and a well-deserved high reputation. Working for a small team of advisers as part of a wider team including a para-planner and administrator, this is a varied role that will require a hardworking and dedicated person who understands the importance of an administration role in the processing of financial products and services.
The individual will oversee the administrative operations within the business, ensuring that the team provides exceptional support to clients and financial advisers. This role involves managing the administration team, streamlining processes, and maintaining compliance with regulatory standards.
This role is suitable for someone who wishes to remain in a varied administrative/operation role and the ideal candidate will be a detail-oriented individual with a passion for financial planning and client service.
They will have a track record of improving processes and leading a team to deliver high-quality administrative support. They should have a strong knowledge of the financial planning process to be able to work independently on projects and identify issues.
As the Senior Financial Administrator/Manager, duties will include (but are not limited to):
Reporting into directors of the business & to the wider team
Managing the client journey from start to finish in a timely and compliant manner, showing understanding and compassion toward the client at all stages of the investment and protection processes.
Responsibility for and managing the Annual Planning and Review process.
Ensuring all customer communication is handled appropriately and in line with both internal procedures and those governed by the network
Ongoing review and project management of client cases and process, liaising with other members of the team and adviser to ensure cases stay on track.
Providing technical support and training to junior members of the team.
Committing to continuous personal development and stay updated with industry changes.
Overseeing the onboarding process for new clients, from initial contact to investment.
Reporting accurate and timely information back to the adviser(s), team members, clients, providers and the business as appropriate, including MI reporting, email communications, telephone conversations and letters.
As an experienced Financial Administrator/Manager you will possess the following:
Significant Wealth Management administration experience and knowledge of all relevant processes.
The ideal candidate will be a detail-oriented individual with a passion for financial planning and client service.
You will have a track record of improving processes and leading a team to deliver high-quality administrative support. You should have a strong knowledge of the financial planning process to be able to work independently on projects and identify issues.
You will have good knowledge of current FCA regulatory requirements.

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