Utopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who are going through a period of growth and looking to recruit a Senior Financial Services / Client Services Administrator.
This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per week after probation.
The Client Services Department is the backbone of the delivery of service provided to clients, both new and existing. Working as part of a hugely supportive team, you will be responsible for providing a first class administrative and business support service to the wider organisation.
Your main responsibilities will include:
Support the Financial Planner to deliver on agreed service levels and to manage the client advice journey by:
* Providing all necessary paperwork timeously for new and review planning meetings eg: Core engagement documents, Agendas, Valuations, Performance information, Charges, Expression of Wish, Trust Forms and any other documents pertinent to remaining compliant with up-to-date legislation
* Adopting a good client-first culture and ensuring that every client interaction is a positive one
* Efficiently obtaining all necessary information about a client's existing products using Letters of Authority, preparing illustrations and submitting all new business including that of a more complex nature
* Monitoring all new and existing business transactions to completion whilst keeping the client/Planner regularly updated
* Processing all existing client transactions including regular and one-off withdrawals, top-ups, Bed & ISAs etc
* Managing proposition changes, fund switches, rebalances not automatically carried out, POAs Trust Forms, phased income and any other transactions, as necessary
* Identifying clients due for review and following workflow to completion in line with Co process
* Ensuring all client records across various softwares (ie: iO, Papercloud, Moneyinfo, Truth) are set up and accurately maintained in line with inhouse processes and regulatory requirements
* Using iO as a task and workflow (including fee income) management system, setting up, completing and assigning tasks routinely to ensure a well-rounded and smooth client experience
* Supporting the Operations and Compliance functions by ensuring that all Management Information is accurate and readily accessible whether via iO or general Registers
* Supporting the Client Services Manager by ensuring that all defined processes are strictly adhered to within the team and by providing guidance and training to more junior members of staff
* Supporting the Client Services Manager by leading as a systems expert on iO, Moneyinfo and cashflow modelling software
* Supporting the Client Services Manager by deputising/stepping up in her absence to ensure smooth ongoing work and office management across the team
* Carrying out any other activities or ad hoc project duties for the team including progress towards full simplification and harmonisation
* Completing all mandatory learning within the deadlines, and adhering to conduct rules at all times
* Working closely with paraplanning team to maximise the effectiveness of operating procedures
Skills and Experience
* Previous background working within a IFA or Financial Services organisation
* Good working knowledge of Intelligent Office (iO) and Excel
* Strong administrative experience
* Highly organised, self motivated and proactive
* Good knowledge of using Microsoft Office packages in particular Excel and Word
* IT literate
* Strong verbal and written communications skills
* Excellent interpersonal skills with individuals at all levels, internally and externally
* Flexible approach to work
* The ability to work on own initiative and also work as part of a team is desirable
Benefits
* Generous holiday allowance
* Fully training and ongoing personal development
* Group pension scheme
* Healthcare
* Study support
* Study material and exams fees paid
* Death in Service
* Great opportunities for career progression including all the support you need to reach your career goals
* Annual pay review: performance-linked pay increase and an annual bonus linked to company performance and KPIs
Please Note: There is no sponsorship provided with this role. You will be required to live in or around Edinburgh area and have the right to work in the UK.
This is a fantastic opportunity for a ambitious and dedicated individual who has a passion for delivering work to the highest standards and is looking for a rewarding career.
In addition to an excellent support and development framework, you will be offered a competitive salary and the opportunity to work within a friendly team with a great working atmosphere in long-term employment.
If you have the required experience and would like to take your career to the next step, please send your CV to us ASAP
Next Steps:
For further information, please apply by emailing your CV to Utopian Professional Recruitment ASAP.
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Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it is not always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.
Equal Opportunities
Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.