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Technical Administrator

2 months ago

London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role

We are seeking a highly skilled and experienced Technical Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support to our Adviser team, ensuring the smooth operation of our business.

Key Responsibilities
  • Client Servicing and Meeting Preparation
    • Prepare for and attend client meetings, taking detailed written notes and following up on any administrative or technical points after the meeting.
    • Use appropriate systems and processes to submit new business to providers.
    • Obtain information from clients to facilitate Annual Suitability Reviews.
  • Correspondence and Client Files
    • Ensure all client information is accurately maintained on internal systems, including all written and electronic communication with clients and providers, and meeting notes.
    • Ensure client agreements, including fee schedules, are in place and are signed, documented and saved to the DMS.
    • Ensure electronic client files are organised and updated, and easily accessible.
  • Compliance with FCA and Company Procedures
    • Ensure the team remains compliant with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
    • Notify the Adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
    • Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
  • General Administration
    • Organise and diarise meetings on behalf of the Adviser and team, to an annual schedule.
    • Provide agendas and information requests prior to client meetings, if required.
    • Assist with the production of management information, as required by central teams.
Requirements
  • 5+ years' experience within a relevant sector of the financial services industry, in an administrative role, involving direct contact with high net worth clients.
  • Comprehensive experience of using Salesforce (or an equivalent system) to perform an administrative role, as well as the required product and process knowledge to carry out the role effectively.
  • Excellent IT skills, being highly proficient in the use of Microsoft Office packages. A good working knowledge of Excel will be an advantage.
  • Excellent written communication skills and a high-level of attention to detail.
  • Sufficient understanding of the needs of Financial Services teams, and FCA rules and compliances, in order to effectively carry out the role.
  • Relevant industry qualifications will be a distinct advantage.
Competencies
  • Work to pressing deadlines, being personally resilient and able to handle the pressure of a busy team, a demanding workload and complex client needs.
  • Assist the adviser team and clients in an enthusiastic and proactive manner, using organisation, time management and prioritising skills.
  • Demonstrate focus and motivation in delivering an exceptional level of customer service to clients, third parties and colleagues.
  • Demonstrate sound professional judgement, the ability to work well under own initiative, and a common-sense, innovative and solution-focused approach to problem solving.
  • Be punctual, presentable and professional at all times.