Senior Customer Service Advisor
2 weeks ago
Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in London, the rest will be based from home (minimum of one day a month in the office, the successful applicant can work in the office more if they desire).
Our client is a boutique wealth planner, asset manager and employee benefits specialist. As our client are independent, this allows them to provide objective advice that is aligned to a client’s best interests, delivered by teams steeped in financial services knowledge and experience.
* Our client has been awarded Corporate Chartered status by the Chartered Insurance Institute - the industry gold standard for financial planners evidencing ethical practice, professional, competent, and knowledgeable advice, and a commitment to providing service and support of the highest quality.
* Our client are passionate about equal opportunities and diversity within the industry and have worked hard to develop a fantastic people-led culture. We are proud winners of the 2019, 2021 and 2023 Best Financial Advisers to Work for award.
To provide exceptional quality PA and general administrative support to the Private Client Director of a busy team.
* This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients of our client.
* General administration.
* Work with the Senior Private Client Administrator to maintain and control the annual suitability review schedule.
* DocuSign, Intelligent Office, and Volume.
* Handle client queries in a professional and timely manner, distributing to relevant members of the support team as required.
* Assist the Senior Private Client Administrator with valuation production and fund switches, when required.
* Organise and diarise meetings on behalf of the Private Client Director.
* Handle all adhoc paperwork i.e. change of address, policy renewal, chasing forms with providers Assist with general administration as required e.g. scanning and filing.
* 3+ years’ experience within the independent sector of the financial services industry, in a relevant administration role i.e. family office or HNW/UHNW IFA/wealth management.
* Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
* Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
* Demonstrate strong communication skills through building proactive working relationships with the Private Client Director and Senior Private Client Administrator for whom they will provide PA and administrative support, alongside clients and providers.
* Demonstrate focus and motivation in delivering an exceptional level of customer service to clients, third parties and colleagues.
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