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Technical Financial Administrator (Part Time) - London, London
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Client:
Location:
London, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
d2ac0e8596cd
Job Views:
5
Posted:
02.06.2025
Expiry Date:
17.07.2025
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Job Description:
Technical Financial Administrator (Part Time) - London
Our client is looking for a Technical Administrator to join their wealth management firm based in the heart of London. We are working with a Partner Practice of St. James Place, so previous SJP experience would be preferred. The role will suit an experienced Technical Administrator who enjoys working autonomously in a driven and high-performing team. Our client is offering a part-time position, with a mixture of office based and remote working.
Accountabilities
The role comprises, but is not restricted to:
Client servicing and meeting preparation
* Prepare for and attend client meetings where requested, taking detailed written notes and following up on any administrative or technical points after the meeting
* Use appropriate systems and processes to submit new business to providers
* Obtain information from clients to facilitate Annual Suitability Reviews
* Obtain literature, illustrations and forms from providers and pre-complete basic client details
* Prepare application forms and other documents for client signing or approval
* Liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed as necessary
* Complete and assist with trades and portfolio rebalancing, as required
* Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant
* Deal with complex and technical client queries as directed by the Adviser
* Prepare Voyant cashflow models in advance of client meetings if required by the Adviser
* Assist the Adviser in producing comprehensive and clear suitability letters
* Be willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.
Correspondence and client files
* Ensure all client information is accurately maintained on internal systems (Salesforce), including all written and electronic communication with clients and providers, and meeting notes
* Ensure client agreements, including fee schedules, are in place and are signed, documented and saved to the DMS
* Ensure electronic client files are organised and updated, and easily accessible
* Schedule and manage follow up tasks relating to client meetings and business submissions using Salesforce to monitor and accurately record tasks.
Compliance with FCA and company procedures
* Ensure the team remain compliant with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential
* Notify the Adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process
* Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR
* Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS
* Record and file all relevant correspondence.
General administration
* Organise and diarise meetings on behalf of the Adviser and team, to an annual schedule
* Provide agendas and information requests prior to client meetings, if required
* Assist with the production of management information, as required by central teams
* Assist with general administration as required e.g. ad-hoc scanning and filing
* Handle client queries in a professional and timely manner.
Experience and Qualifications
The successful candidate will:
* Have 5+ years’ experience within a relevant sector of the financial services industry, in an technical administration role, involving direct contact with high net worth clients
* Have comprehensive experience of using Salesforce (or an equivalent system) to perform an administrative role, as well as the required product and process knowledge to carry out the role effectively
* Have excellent IT skills, being highly proficient in the use of Microsoft Office packages. A good working knowledge of Excel will be an advantage
* Demonstrate excellent written communication skills and a high-level of attention to detail
* Have sufficient understanding of the needs of Financial Services teams, and FCA rules and compliances, in order to effectively carry out the role
* Relevant industry qualifications will be a distinct advantage.
We need someone who will:
* Work to pressing deadlines, being personally resilient and able to handle the pressure of a busy team, a demanding workload and complex client needs
* Assist the adviser team and clients in an enthusiastic and proactive manner, using organisation, time management and prioritising skills
* Demonstrate focus and motivation in delivering an exceptional level of customer service to clients, third parties and colleagues
* Demonstrate sound professional judgement, the ability to work well under own initiative, and a common-sense, innovative and solution-focused approach to problem solving
* Be punctual, presentable and professional at all times.
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