Client Delivery Administrator

3 days ago


Islington, United Kingdom CB3 Associates Ltd Full time

**The Company**: I am currently working on behalf of a nationally renowned and highly reputed wealth management firm who are looking to recruit an experienced IFA Administrator into their Central London site. As a growing financial planningspecialist housing over £500m FUM, staffing around 20 people in total and plans to expand across the next 2/3 years they offer a superb working environment/career opportunity for an experienced administrator who is looking for a challenging, developmentaladmin support role within private wealth management that does hold a corporate client aspect to it too.

**The Role**:This is a private wealth focused admin support role supporting financial advisers covering a London/South East geographic. Duties & responsibilities include:

- Monitoring and follow-up of specific pipeline cases & assistance with New Business input
- Assistance with preparation of client review/valuation packs and liaison
- Processing new business, and ongoing administration of client records
- Assist with upkeep and monitoring of associated media such as corporate business websites and promotional websites such as LinkedIn etc
- Assist with the dealing & coordination of internal/external post & related business communications
- Assist in campaign & marketing activities & coordinate client data & MI as required
- Ensure that you have a thorough understanding of compliance & TCF requirements
- Ensure that customers are receiving the highest standard of service, being treated fairly and highlight any situations where you believe this is not the case
- Deciding exactly how to present management information and how this should be used to best effect in liaison with Management, as well as the Administration & Paraplanning teams
- Deciding the content of client review packs and ensuring these are complete and to the standard required
- Determine which systems to update with servicing information and what follow up actions, if any, need to be initiated
- General upkeep of all admin & reporting systems to ensure all business operational requirements can be tracked and produce relevant MI and client data as required

**The Benefits**: Flexibility to work from home 2/3 days per week - 24 days holiday + stats, 6% contributory pension, 4xDIS, Private Medical and full study support as required.



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