Client Administrator

4 weeks ago


Romsey, United Kingdom New Forest Wealth Management Ltd Full time

We are a friendly, dynamic company and pride ourselves with our team spirit and our willingness to get involved across the board. We are a partner practice of St. James’s Place Wealth Management Ltd (SJP) a FTSE 100, UK Wealth Management Company.

The below job description covers a variety of duties but is not exhaustive.

**Financial Services**
- To undertake all elements of onboarding a new client, to include:

- Input all leads and referrals onto Salesforce and allocate appropriately
- Adhere to all ID&V Compliance requirements and undertake PROMs for all new clients
- To review and submit content of client completed Discovery Document onto Salesforce
- Complete all ‘Know Your Customer’ requirements
- To be actively involved in embedding Salesforce by formalising processes and seeking resolutions to system issues
- To prepare for clients’ Annual Review Meetings, including Meeting Agenda, preparing client-facing report, create and submission of Advice Set
- To undertake reviews for all Protection Clients
- To manage the clients Online Wealth Account preferences
- To make contact with clients in accordance with their marketing preferences, to include circulation of content such as SJP eBriefing and The Investor
- Provide cover for all administrative expectations such as, but not limited to, client switches, withdrawals, Deeds of Assignments and LPT trust documents
- Assist with compliance and case files and business submission where required, including suitability letters, review documents, business processing and other tasks associated with new business
- Prepare adviser meeting packs for upcoming meetings
- General follow up with the administration centre of St. James’s Place Wealth Management Ltd and external providers
- Maintaining and updating all client records

**General**
- Provide administration support to the Partner/Practice Manager as required
- Support the day-to-day business operations within the Practice
- Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
- Maintain technical competence at an appropriate level to meet the requirements of the role
- Maintain a good working relationship with colleagues, clients and third parties
- Answering telephone calls and assisting caller where possible; transferring calls where needed; taking messages and passing to relevant person
- General Client Work (mostly investigative)
- Respond to client queries and ad-hoc issues

**Package**
- Full Time Salary of £21,000 - £25,000, depending on experience and qualifications’
- Participation in company bonus scheme, after qualifying period
- Company pension scheme
- 28 days Holiday (inc Bank Holidays)
- Free Car Parking, friendly office
- Based just off the M27 near the Ower Roundabout

**Key Skills**
- Must have previous experience of working in a fast-paced office environment.
- Previous experience of Financial Services or Wealth Management Sector is desirable, but not essential.
- Previous experience of audio typing is desirable, but not essential.
- You will be methodical, organised and accurate at all times, always completing tasks within set time frame and to a high professional standard
- You are a self-starter and able to work with little or no supervision
- Exceptional attention to detail
- Good use of the English Language - verbal, reading and writing
- Good telephone manner
- Excellent experience of Microsoft Word, Excel, Outlook

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

**Salary**: £21,000.00-£25,000.00 per year

**Benefits**:

- Company pension
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Loyalty bonus

Ability to commute/relocate:

- ROMSEY: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Reference ID: Client Administrator



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