Experienced Financial Services Administrator

1 day ago


Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Overview
">">The role of an Experienced IFA Administrator at Artemis Recruitment Consultants Ltd is to work alongside Team Leaders and Paraplanners to ensure the appropriate end-to-end management of the client lifecycle using agreed policies, processes, and Intelligent Office. This position requires a strong customer service ethos, attention to detail, and problem-solving skills to build relationships with clients and provide them with accurate information.

The successful candidate will be responsible for creating and updating accurate client records, prioritizing workload, and ensuring compliance with regulatory requirements.

Key Responsibilities:
  1. Previous experience of Intelligent Office (IO)
  2. Strong customer service ethos – able to build relationships of trust across a diverse client base
  3. Process driven – able to follow defined processes to evidence adherence to company standards and policies, regulatory requirements, and any other compliance demands
  4. Attention to detail – working with the Team Leader(s) and Paraplanner(s) to ensure that clients have all the information they need in order to review and make decisions about their investments
  5. Problem-solving – able to find solutions to issues and non-standard situations as they arise, ensuring appropriate escalation and recording in line with complaints processes and/or feedback to ensure continuous improvement on company processes
  6. Collaborative Communicator – building relationships across the various teams and able to work with colleagues at all levels of the organisation
  7. Able to prioritize and manage workload – work with Team Leader(s) and Paraplanner(s) to understand and prioritize client-based workload while balancing day-to-day administrative tasks such as the maintenance of client data, documentation, etc.
  8. Responsible for the timely creation and ongoing update of accurate client records, both personal/fact find details and investment details within Intelligent Office
  9. Ensures housekeeping activities on client data are allocated and prioritized including support from the Team Leader(s) and Paraplanner(s) when required
  10. Works with the Team Leader(s) and Paraplanner(s) to ensure that basic client reports (suitability reports, annual review reports, meeting notes, portfolio report) are generated from Intelligent Office using the standard agreed templates; validating that investments populate from the tool with the correct values and details and that mandatory sections of the document are completed as specified
  11. Supports the Team Leader(s) and Paraplanner(s) in utilizing other agreed toolsets to provide data for client identification, risk profiling, lifestyle planning, investment analysis, etc.


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