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Senior Administrator
2 months ago
Job Summary:
NJR Recruitment is seeking an experienced Financial Services Administrator to join our client, a reputable and established firm of Financial Advisers. As a key member of the team, you will play a vital role in supporting the Financial Advisers and contributing to the firm's growth plans.
Key Responsibilities:
- Act as the primary point of contact for new and existing clients, addressing their queries and concerns in a professional and timely manner.
- Process new business and ensure clients are informed about progress, maintaining open communication throughout the process.
- Handle letters of authority and requests for information from external providers, ensuring seamless coordination and compliance.
- Arrange meetings for advisers and guarantee that review meetings are scheduled within suitable timeframes, promoting efficient workflow.
- Prepare and complete review meeting letters, adhering to regulatory requirements and maintaining accurate records.
- Update Client Financial Records (CFRs) for new and existing clients, ensuring data accuracy and integrity.
- Manage incoming post for clients, scanning and saving documents in designated files for easy access.
- Process withdrawal requests and facilitate switches and portfolio rebalancing, maintaining a high level of customer satisfaction.
- Contribute to paraplanning activities, leveraging your skills and expertise to drive business growth.
Requirements:
Candidates must possess prior experience working for a firm of Financial Planners and demonstrate confidence in communicating with clients on a regular basis. A strong understanding of the industry and a willingness to develop skills and progress within Financial Planning are essential. Excellent communication skills, a professional demeanor, and the ability to liaise with high-net-worth individuals are also required.