Administrator - Wealth Management Firm

1 week ago

Chelmsford, Essex, United Kingdom Robinson Financial Careers Full time

A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Chelmsford.

The Role

Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.

You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.

There will be client contact, but you are not authorised to give advice.

The role requires an individual to provide support to one or more financial advisers on a range of different client cases. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties.

This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm.

Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level.

Key Responsibilities

- Research a broad range of financial products across all financial sectors

- Maintain regular contact with clients providing assistance where required

- Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process

- Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly

- Sending Letters of Authority

- Collate and evaluate client policy/investment/pension

- Researching products and funds using software such as Select A Pension and FE Analytics

- General Administration duties

- Create and maintain client files and enter details onto back-office database

- Submitting Business on internal and external systems

- Maintain regular contact with clients, booking clients in for annual reviews and management of review process

- New business processing and submission to Business Quality, submitting onto external and internal systems

- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products

- General Administration and client servicing support as needed

The Ideal Person

- Ability to build strong working relationships with both the IFA, and the rest of the team. Previous experience of working within a similar role within a financial services business is desirable.

- Experience using financial research tools.

- Working towards diploma qualification preferred, but not essential.

- It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.

- You must be happy to work on your own and as part of a team and have excellent time management skills.

- Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner.

Package

- Dependent on skills and experience

- 25 days annual leave

- Birthday off as additional leave

- Auto enrolment pension

- Death in Service

- Training and support towards industry recognised certifications

- Cycle to work scheme

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