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Our client is looking for an experienced Business Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and has hybrid working available.
Responsibilities
* To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following.
* Training and mentoring new and existing team members on a face-to-face basis to facilitate early adoption of systems and processes
* Undertaking ad hoc tasks and project work when required for the Head of Wealth Management Support and the Operations Manager
* Arranging client meetings for the adviser via email or telephone
* Preparing for adviser client meetings including quote requests, obtaining valuations and appropriate literature
* Preparing annual review packs including annual fee tables
* Undertaking client anti-money laundering checks in line with compliance procedures
* Preparing and submitting applications and supporting documents to product providers both electronically and in paper form.
* Inputting new business proposals to the back-office system in line with Company procedures
* Undertaking fund switches and rebalances upon the instruction of the client and adviser
* Dealing with day-to-day client and provider correspondence by post, email and telephone.
* Maintaining accurate records of all verbal and non-verbal communications with the client
* Maintaining accurate information on the back-office system
* Maintaining client files in line with Compliance procedures including scanning of documents where required
* Keeping track of fees and chasing where appropriate
* Previous experience in an adviser support role within a SJP firm (at least 3 years)
* Previous experience of processing business on wrap platforms
* Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
* Ability to work as part of a team as well as on your own initiative
* Ability to critically evaluate information, probe and challenge the facts
* A flexible and adaptable attitude towards work
* Ability to work accurately and in accordance with procedures
* Excellent time management, ability to meet deadlines
* Experience of using provider platforms and product provider extranet sites
* Experience of Microsoft Word, Excel, Outlook
* Certificate in Financial Planning or equivalent
Highly desirable
* Previous use of the Salesforce back-office system
* Excellent communication and business writing skills
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