Job Description
What will you be doing?
We’re seeking an ambitious individual to join our Financial Planning team, you will be responsible for providing full administrative support to 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.
This is a hybrid working role with a requirement to be in the office 3 days per week after probation.
As a Client Administrator, your responsibilities will include among others:
• To work closely with the aligned Financial Planners and/or Investment Managers 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)
• Assist investment managers in the preparation of new business pitches and presentations
• Maintain back-office systems and client records in line with the company policies.
Qualifications
Skills and Experience
To be successful in this role, you should
• Proven experience working in wealth management industry
• Experience of providing support to Financial Advisors throughout end to end process
• Experience of dealing with HNW clients
• Knowledge of financial products i.e. ISAs, Pensions, GIA, Offshore and Onshore bonds etc
• 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.