Private Client Administrator
2 weeks ago
**Private Client Administrator**
I am working with a well-established Surrey/London IFA firm who are looking for a **Private Client Administrator** to join their successful team on a permanent basis.
37.5 hours per week, office hours 9am to 5.30pm. Salary dependent on experience but expected to be £35k+, Full benefits are also available, together with a discretionary bonus scheme.
**Summary of Role**
**Typical daily Tasks and responsibilities**
The role comprises, but is not restricted to:
1. Providing administration support across client-facing admin teams
- Ad-hoc team-based administration support to cover, for example, holiday or sickness absences, temporary increases in workload or ad-hoc data cleansing work
- Support the transition and integration of administration work as a result of acquisition projects or new adviser induction
- Ensure client data is accurately maintained on iO and Volume (our DMS), including all written and electronic communication with clients and providers and meeting notes
- Ensure client agreements, including fee schedules, are in place and signed, documented and saved to the DMS and that all client records are up to date on iO
- Schedule and manage follow up tasks relating to client meetings and business submissions, using iO to monitor and accurately record tasks
- Produce client portfolio valuations and statements and assist with trades and portfolio rebalancing if required
**Experience and Qualifications**
- 2-3+ years’ experience within the independent sector of the financial services industry, in a relevant administration role
- Sound technical knowledge covering pensions, investments, protection and the underwriting process
- Demonstrable experience of delivering client service at the highest level
- Excellent written and verbal communication skills with high attention to detail
- Excellent IT skills, being highly proficient in the use of Microsoft Office packages with at least intermediate Excel knowledge
- Understanding of the needs of Financial Services teams and FCA rules and compliance
- Relevant industry qualifications will be an advantage but are not essential.
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