Our Client a National Financial planning business is looking for an experienced Financial administrator to join their 3rd Party Business Processing Team which is part of the Wealth Planning area of the Business and specifically deal with client assets held with Third Party Providers (custody and non-custody).
The team are responsible for validation of instruction, business submission, associated communications with third parties and colleagues, third party administration, accurate and timely data input, managing workflow and 3rd party provider relationship management.
RESPONSIBILITIES
* Processing of business for new and existing clients. This includes validation of client instruction, new client/portfolio set ups, online access set up, ongoing fee arrangements, income preferences, bank account recording and all other applicable data items.
* Processing of existing client static data changes, including change of address, change of bank details, ongoing fee amendments and change of contact information.
* Appropriate and regular follow up to business submissions/data update requests and recording of progress updates.
* Cash Management for plans where cash requirements for outgoings must be managed manually.
* Daily interaction with Xplan and Third Party systems adhering to applicable SLAs and workflow management.
* Close liaison with other teams and departments across the business to ensure all processes run smoothly and effectively.
* Document management – ensure documentation is scanned/saved and archived in accordance with department operating procedures.
* Assist the Risk Management and Service Management Teams in the resolution of queries.
You will have:
* Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with investment products, wrappers and ‘platforms.’
* High levels of accuracy and attention to detail
* Ability to work quickly and accurately within very tight deadlines, and prioritise effectively
* Good team player with the ability to work on own initiative and willing to respond to varying requests
* Flexibility and availability to work overtime during peak workload periods
* Excellent communication skills (written and verbal)
* IT proficiency
* Previous data entry and paperwork checking experience desirable.
* Previous customer/client service experience would be an advantage.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
#J-18808-Ljbffr