Private Client Administrator

7 months ago

Leamington Spa, United Kingdom Countrywide Tax and Trust Corporation Full time

**Summary of Key Responsibilities and Role**
- The role will involve promoting the company’s services in a professional and FCA compliant manner.
- Initially starting as an IFA Administrator supporting the Paraplanners within the team and working in collaboration with Private Client Advisers with progression towards becoming a Paraplanner if desired.
- Duties include dealing with letters of authority, withdrawals, valuations, client queries and business packaging and processing. Plus, ongoing running of the IFA back-office system.
- Preparation of annual review packs and meeting packs for IFA’s

**Principle Responsibilities**
- Work towards being able to demonstrate an understanding of pensions, investments, protection, and corporate schemes.
- Prepare annual review packs for the clients and Private Client Advisers and assisting them with the review process.
- Have full commitment to open and honest business practices in line with regulatory requirements.
- Support the Paraplanners in research and analysis to meet client needs and objectives.
- Support the Paraplanners to enable them to prepare client financial plans and suitability reports.
- Working with the Paraplanners and Private Client Advisers you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial report.
- Inputting of data into the back-office system and ensuring this is maintained with current information and always kept up to date.
- Complete continuous professional development to meet best practice requirements and personal development needs. This will include professional qualifications and attending courses provided by third parties.
- You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.
- Attend client meetings with Financial Planners as required.
- Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client’s present arrangements, needs and to formulate recommendations.
- Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis.
- Use Company Systems and input Will and Trust cases for the Private Client Advisers.
- To demonstrate full commitment to open and honest business practices in line with regulatory requirements.
- To make appropriate recommendations for service improvement.
- To undertake any other appropriate duties as may be required.
- To attend and complete relevant training.
- To co-operate with and take part in the business’s appraisal process.
- To demonstrate support for the Firm’s development and values.

**Key Knowledge and Required skills**:

- Excellent administration skills and good attention to detail
- Excellent communication and organisational skills
- Excellent IT skills
- The ability to learn quickly and be a team player.
- The ability to learn how to use different software used across the company.
- You will be a good communicator, confident on the phone and the written word.
- Competent with diary management.
- You should be PC literate - you will require a thorough working knowledge of using MS Outlook/Word and a basic level of MS Excel.

This role may lead to the opportunity to develop as a Paraplanner.

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

Pay: From £23,000.00 per year

**Benefits**:

- Free parking
- On-site parking
- Referral programme

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Work Location: In person

Reference ID: CTTPCA

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