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Hybrid - Financial Services Administrator

5 months ago

Newcastle upon Tyne, United Kingdom Accord for Resource Solutions (GSC) Full time

**Do you have experience working within wealth management/financial services, and have previous experience as an administrator? 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**

**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**: £22,000.00-£27,000.00 per year

**Benefits**:

- Canteen
- Company events
- Company pension
- Flexitime
- Gym membership
- Work from home

Schedule:

- Flexitime
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Newcastle upon Tyne, NE1 3BD: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial services: 2 years (required)
- Administration: 2 years (required)
- Asset/Wealth management: 2 years (preferred)

Work Location: Hybrid remote in Newcastle upon Tyne, NE1 3BD

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