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Private Client Administrator

4 months ago

Bury St Edmunds, United Kingdom GCB Recruitment Full time

We are currently looking for a Private Client Administrator to join our clients, an established and Chartered Wealth Management firm in the Bury St Edmunds area. My clients are recognised as one of the largest independent regional advisers. For over 30 years,their specialist teams have supported clients in the construction of sound financial plans for their families or their businesses alike, enabling them to make Financial Planning decisions based on the advice they have provided.

**Working hours**:

- Monday - Friday 8:45 am - 5 pm.

**The successful Private Client Administrator will be offered**:

- £20,000 - £26,000
- Profit Share Bonus
- 25 Days + Bank Holidays (Also closed between Xmas and new year for extra days)
- Birthday off
- Hybrid Working 3 days in the office, 2 from home.
- Free Parking
- Life Cover and Income Protection
- All Qualifications are paid for and lots of study support offered

**To be considered for the Private Client Administrator role you must have the following**:

- Willingness to work hard and have a can-do attitude
- Experience working in a regulated or professional environment
- Strong verbal and written communication skills
- Ability to understand and adhere to regulatory requirements and internal policies
- IT literacy and ability to work with a number of systems and insurer/provider systems
- Attention to detail and accuracy and ability to proof check your work and others
- Team working and flexibility
- Methodical and organised working practices enabling deadlines to be met
- Experience to work within a team and being able to prioritise and juggle work by liaising with colleagues
- Ability to adapt to new technology and ways of working digitally
- Taking an interest in processes and systems and feeding back where a process could be developed or improved
- Behaving in a professional manner at all times both in the office and with clients

**As a Private Client Administrator, your role will involve the following**:

- Client Servicing - liaising with insurers/providers and third parties, providing information and updating systems
- Back-office system Intelliflo - updating various aspects of the system ensuring client records are accurate
- Client Review Meetings - preparing packs for the advisers which combine various reports and documents being generated from our back-office system, as well as insurer/provider sites. In addition, checking client holdings and system-held records, which willfurther define the review pack enclosures
- Maintaining a clear audit trail within the back-office system and keeping colleagues updated with progress reports
- Client Review Meetings - involvement with post-review work, including checking and formatting meeting notes, following through on some client actions, updating our back-office system and insurer/provider systems
- Creating client records and inputting fact find information, including querying input with advisers to ensure our records are 100% accurate
- Supporting colleagues with a range of ad hoc and general tasks which helps enable the wider team to provide best-in-class service to our clients

This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.