Parmenion Capital Partners LLP
Job Description
Position: Investment Admin Associate – Client Admin Team
Reporting to: Client Administration Team Leader
Senior Manager Function: No
Certified Role: No
About Parmenion:
About us:
We are an award-winning investment solutions platform that helps ambitious financial advice firms to build their own investment propositions. We are entrepreneurial, innovative and value collaboration.
About the Operations Team
We're looking for a new go-getter to join our Operations Team as an Investment Admin Associate.
What does an Investment Admin Associate do at Parmenion?
As an Investment Admin Associate you will make sure the day to day running of client accounts goes smoothly. You will work with your team to make sure all work is processed and quality checked on the same day.
This role can involve just about anything from processing client requests quickly, to helping us make improvements to our website. You could be supporting other teams within Operations, or talking to advisers about their clients to make sure we get it right first time, every time. And if that doesn't happen (we're only human), you'll be key in working with your team to figure out how we can be better next time.
If you're someone who is just starting out within the Finance Industry, or who wants to make an impact within Parmenion by increasing your knowledge, improving processes within our growing firm and providing the best outcomes for our clients, then this could be the right job for you. All our Operations teams work closely together and although you're applying for the team below, there might be opportunities with other teams which come up, so you can gain more experience and knowledge.
About the Client Admin Team
The Client Admin team covers a few areas of the department therefore there is a lot of variation within the role. The team processes new business applications to help onboard new clients, the post and emails in and out of the business and also day to day client administration for existing clients and advisers.
Whilst the team is made up of three sub-teams, we aim to have everyone cross trained so that we can support each other and provide the best service to our clients. All suggestions on improvements are welcome and we're constantly developing and improving the way that we work.
We liaise with other operational teams to ensure we are delivering the best service to our clients and work closely to pick up client requests in a timely manner Example of the types of requests that we receive in are: changes of client details, requests for withdrawals, direct debit set ups, registering power of attorney documents and many more We also must communicate regularly with third parties and advisers via email, so we're looking for great written communication skills in our successful candidate.
Don't worry if you haven't done these processes before, you would get full training and you're sure to have skills which can help you to excel within this role.
Essential skills for the role:
* Ability to work well under pressure
* Good communication skills, including by telephone and in writing
* Well organised
* Efficient and accurate
* Self-reliant, good problem solver, results oriented
* Energetic, collaborative, and proactive
* Optimism and a 'can do' attitude
* Strength to challenge current processes and senior members of the team
* Familiarity with Microsoft Office, including strong Excel knowledge
Desirable skills for the role:
* At least 6-12 months experience in a similar administration-based role
* An understanding of ISA and SIPP regulations
* Previous experience within a platform
* An understanding of FCA CASS 6, 7 and 8 rules
Terms and conditions of employment and employee benefits:
Contractual hours of work across the business are 35 each week, Monday to Friday, normally 9am until 5pm, although some flexibility is required in order to meet business needs.
This position has a six month probation period during which the notice period will be one week on either side. On successful completion of the probation this notice period will increase to one month.
The successful candidate will be required to provide satisfactory references from their current and previous employers covering a period of up to 12 years and will need to satisfy confidential background checks. These are currently undertaken via Experian and include identity, criminal records and personal financial.
Adherence to the Parmenion Compliance Code of Conduct will be a condition of continuing employment.
Other benefits available on success completion of the probation period to be confirmed by HR.
Parmenion is a solo enhanced firm regulated under the Financial Conduct Authority.
The FCA have conduct rules that firms and individuals must follow to ensure that they act with integrity and treat customers fairly.
The Conduct Rules:
1. You must act with integrity
2. You must act with due skill, care and diligence
3. You must be open and cooperative with the FCA, the PRA and other regulators.
4. You must pay due regard to the interests of customers and treat them fairly.
5. You must observe proper standards of market conduct
6. You must act to deliver good outcomes for retail customers'
And inspires to live our values:
1. Getting the job done
2. You being you
3. Making tomorrow better than today