Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
1. You will be required to provide a proficient and proactive administration support service for the firm’s advisers.
2. You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
3. You will always adhere to the strict FCA regulations and guidelines as-well as the rigorous internal policies and procedures.
4. You will produce and collate all the relevant pre-meeting paperwork for the client and adviser.
5. You will prepare and process all new business applications and documentation ensuring that all procedures and compliance requirements are adhered to while the agreed service/business quality standards are met.
6. You must ensure that all fees in relation to business processing are produced and chased as required.
7. You must carry out all required anti-money laundering (AML) checks.
8. You will follow through all business processing to completion, closely monitoring the progression of each case while ensuring the adviser and the client are kept fully informed.
9. You will deal w...