Private Client Administrator

2 weeks ago

Skipton, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Skipton
£28000
04/08/2023
NJR13470

DESCRIPTION

Private Client Support
Location: Skipton

**Salary**: £23,000 - £30,000

Our client who specialises in independent financial advice with emphasis on convenience and simplicity are now looking to recruit a Client Services Administrator to join their team in Skipton 3 days per week and Leeds for the remaining 2 days.

Duties to include:
" To assimilate and segregate information gathered on the factfind.
" To liaise with the Adviser and Client as appropriate to fill any information gaps.
" To work within and stay up to date with changing internal processes and compliance guidelines.
Ensuring that the CRM system is fully updated.
" To support the Adviser by dealing effectively with the day-to-day administration.
" To assist the Adviser to take the business forward with creativity and positivity to safely meet the Adviser goals.
" To implement, operate and maintain (as directed) effective systems, processes and procedures which enable the Adviser to optimise client meetings.
" To monitor client reports and identify challenges/opportunities to grow the business.
" To support the business in tracking compliance, licensing, CPD, regulatory and legislative requirements.
" To communicate effectively within the Practice, to clients and third parties verbally and in writing. Support the Adviser to ensure the end-to-end business process is adhered to and tracked efficiently in line with company and regulatory standards.
" Support the Adviser to ensure all relevant information required for writing the client report is available.
" Maintain accurate and up to date client information on the company systems.
" To support the Adviser in establishing and maintaining effective relationships with business assurance/management.
Liaise with Head Office and administration centres as necessary to ensure timely issuance of business and response to technical queries.

Key responsibilities you will be responsible for:
" Involvement in client entertainment events.
" Dealing with ad-hoc requests and day-to-day administration for the department, as directed (for example, sending Tax-Free Cash questionnaires to clients and managing this through to adequate receipt).
" Producing analysis using Financial Express Analytics to compliment client reports.
" Other administrative tasks, including administration work relating to Adviser and support teams, as directed by senior staff. Helping to drive the business forward with creativity and positivity to safely meet the practice goals.
" Attend forums and workshops as appropriate.
" Prepare for client meetings by getting up to date valuations and to ensure the clients fact find has been updated and any business opportunities identified.

" Analytical, with good attention to detail and a willingness to learn and develop.
" Accurate and consistent in all areas especially in client facing material.
" Projecting a professional image in both appearance and attitude to provide quality support on time to agreed standards across the practice.
" The ability to manage conflicting demands in a calm, friendly and non-judgmental manner.
" Able to maintain a positive 'can do' attitude.
" Open to change/new ideas. Ready to go the extra mile and respond quickly and flexibly when called upon.
" A clear communicator with good written English who is comfortable with face-to-face and telephone interaction.
" Broad experience of Microsoft Office (Word, PowerPoint, Excel).
" Knowledge of related regulation and legislation and the willingness to progress professional learning including by examination.
" To project a professional image in both appearance and attitude to provide quality support on time to agreed standards.
" To attend & contribute to regular update meetings with the Adviser/Practice Manager

For more information, please contact one of our specialist consultants on 0161 834 4747

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