One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team.
You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm.
What you’ll be doing:
* Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner
* Sort and allocate the post when necessary
* Meet and greet visitors when necessary
* Prepare client valuations and ensure back office system is updated (Intelligent Office)
* Prepare review packs when necessary
* Fully utilise back office system and ensure it is kept up to date with accurate information
* Process new business and follow up until policy issue
* Scan and file documents using the document management system (Papercloud)
* Process client withdrawals and Bed & ISA transfers
* Disinvest to ensure adviser charges are paid when necessary
* Complete fund switches on client portfolio’s
What you’d have:
1. Excellent interpersonal skills both written and verbal
2. Accurate with good attention to detail
3. Excellent time management
4. Excellent IT skills including knowledge of Microsoft Office products
5. Detailed knowledge of the FCA’s rules and requirements
6. Broad knowledge of the fina...