Job Description
What will you be doing?With recent promotions in the team we have a created this exciting opportunity for an ambitious individual to join our Financial Planning for our office in Guildford, you will be responsible for providing full administrative support to at least one Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.
What’s in it for me?As a Client Administrator you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.
As a Client Administrator, your responsibilities will include among others:· To work closely with the aligned Financial Planners to deliver excellent client outcomes. · To build relationships with clients and maintain regular contact.· Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.· Preparation of meeting packs and valuations (as required)· Maintain back-office systems and client records in line with the company policies.Qualifications· Proven experience working in the financial services industry focusing on investment and/ or pension products· An ambition to build a career within financial services firm, with a willingness to learn and develop · A strong ethic of client service. · Studying towards an accredited Level 4 qualification preferred but not essential· Strong (verbal and written) communication skills with an ability to build relationships· The ability to fully plan workload and display excellent organisational skills.· Ability to use judgement and reasoning to propose solutions to problems.
Additional informationAs a colleague you will have access to benefits that include:· Competitive salary· Private medical insurance· Life assurance· Pension contribution· Hybrid working model (role dependant)· Generous holiday package· Option to purchase additional holiday· Shared parental leave