Financial Adviser Administrator

3 days ago

London, United Kingdom Your Resourcing Partner Full time

We are recruiting for a **Financial Adviser Administrator **to join an established Principal Practice of St. James’s Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner. This role is provided on a self-employed basis with guaranteed earnings.

**Role Overview**

You will be working with one Partner / Financial Adviser assisting them to deliver a first class professional client service level within an administrative capacity.

The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients. A good understanding of Financial Services, or the desire to learn and build a career in Wealth Management, will be a major benefit to the successful applicant.

Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must.

The role will include an element of sales / marketing, where you will proactively contact clients on behalf of the financial adviser to introduce topical seminar opportunities to them or to arrange meetings with warm clients. Therefore, it is essential the individual is comfortable on the telephone speaking to clients of high net worth.

**_Aspiring future financial advisers willing to start their career within an Administrative sales support capacity would be particularly suited to this role. Full training will be provided in all administrative area of the role._**

**Role content**:
The role will include, but is not limited to the following responsibilities:
**Client / Team communication**
- Pro-active and structured approach to the Practice’s administration needs, ensuring the smooth running of the back office support
- Introduction to face to face client meetings once fully trained in the role

**Meeting preparation**
- Using financial software to provide data analysis of clients’ funds and investments (via FE Analytics / Voyant once trained)
- Producing personalised illustrations, and obtaining up to date wealth accounts
- Preparing critical yield calculations
- Liaising with pension and investment companies
- Preparing meeting packs in advance of client meetings

**Administration**
- Liaising with internal central administration centres regarding client’s funds and investments
- Switching of client funds and processing fund surrenders
- Setting up new clients on iBusiness, and keeping all client information up to date where required
- Issuing and chasing letters of authority

**Marketing / Sales**
- Proactively contacting clients to introduce topical seminars to them
- Contacting clients to arrange meetings with the financial adviser

**Business Processing**
- Electronic Business Submission processing
- Basic suitability letter preparation

**Technical skills required**
- Previous Financial Service experience preferred, but not essential as full training will be provided.
- First class organisational skills to deliver against a wide variety of tasks
- Effective communication skills verbally, face to face and in writing
- Strong interpersonal skills
- Ability to work flexibly
- Highly computer literate: Word, Excel, Outlook

**Personal attributes**
- Ability to manage own workloads and multitask where appropriate
- Able to work independently, disciplined in work approach with the ability to get the job done
- Professional and approachable manner to clients and colleagues
- Well presented
- Ability to work effectively under pressure to meet tight deadlines where required
- Able to deal with individuals at all levels, including those of high net worth
- Able to work in a high confidential and discreet environment
- Exceptional attention to detail
- Pro-active in approach
- Naturally comfortable working in a numeric environment
- Reliable and committed long term to a career in Wealth Management

**Additional information**
- Salary: £24K - £28K (Guaranteed earnings)
- Bonus: Discretionary bonus opportunity based on business and personal performance in role
- Role type: Self-employed
- Location: Moorgate, London, EC2V 5DE (Full time in office or work from home available on occasions?)
- Hours of work: Monday to Friday, 37.5 hours a week during core hours of 8.00am - 6.00pm Please note that at busy peak times in year such as tax year end, additional hours will be required as standard.
- Training: Full training shall be provided
- Holiday: 25 days plus bank holiday (paid holiday entitlement)

**Salary**: £21,000.00-£28,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have a grade C / 5 or above in GCSE English & Maths (or equivalent)?
- Are you able to work from the office location in Moorgate full time?

Work Location: One location

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