Financial Services Administrator

3 weeks ago

Guildford, United Kingdom Resource Solutions Full time

**Do you have experience working within financial services and have a strong background in administration? If you are looking to take a step up in your career, and to work with the largest wealth management companies in the UK, then we want to hear from you**

We have an amazing opportunity for someone with extensive administration skills and a strong ethic of client service. We are looking for someone who has proven experience working within the financial services sector, is able to build strong relationships with internal and external stakeholders and is able to work under pressure and prioritse work.

**Business Overview**
Our client is a leading integrated wealth management and professional services group, who look after all clients combined wealth and tax needs, personal and business. They support over 172,000 clients across the UK managing a huge £52.7billion in assets.

**Duties and Responsibilities**
- To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Maintain back-office systems and client records in line with the company policies.
- Request policy information from third party policy providers if applicable.
- Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
- Preparation of meeting packs and valuations (as required)
- Assist investment managers in the preparation of new business pitches and presentations (IM admin only).
- Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients (IM admin only).
- Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
- Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
- To encourage client, use of portal and other digital tools, provide guidance where required.
- To collaborate and share best practices with colleagues.

**Experience & Skills Required**
- Proven experience working in the financial services industry-ideally 2 to 5 years’ experience.
- A strong ethic of client service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills both written and verbal, influencing and organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.

**Job Types**: Full-time, Permanent

**Salary**: £35,000.00 per year

**Benefits**:

- Work from home

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday
- No weekends
- Overtime

Ability to commute/relocate:

- Guildford: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Guildford

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