Client Operations Administrator (Wealth Management) - London

Type of Position: Client Operations Administrator (Wealth Management) - London
Pay: £36k - £42k

Client Operations Administrator (Wealth Management) - London

Our client in London is looking for a Client Operations Administrator to join their busy firm, based in Central London. You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients.

Responsibilities:

1. Gathering data and preparing client valuations each month
2. Liaising with product providers to obtain plan information, illustrations, and other details, as required for new clients and existing (please note only in rare circumstances will you have direct contact/communication with clients)
3. Scheduling annual and half-yearly client reviews and supporting team to gather information for the reports
4. Liaising with implementation team, and product providers, to monitor and progress client transfers and post transaction reporting
5. Ensuring client management system is kept up to date by inputting client data into back-office system (currently Xplan)
6. Ensuring client files are up to date, complete and tidy (and include current AML documentation)
7. Assisting with the preparation of client’s tax packs (obtaining and checking Consolidated Tax Certificates from providers, checking Capital Gains Tax on disposals, gathering pension tax information for income received, and checking accumulation income)
8. Completing the Client Take on process (relevant information about the Client is input onto Xplan, ID3 Global checks are completed, and Letters of Authority are produced and dispatched to relevant companies)
9. Ensuring reports are bound and dispatched to clients in a timely manner
10. Managing the team diary for client and prospect meetings and supporting meeting preparation as required
11. Acquiring knowledge of business procedures and ensuring regulatory compliance by adhering to company procedures
12. Gaining an understanding of and adhering to the ethos, culture, and purpose of the Company
13. Undertake appropriate professional development and training

Personal Qualities:

1. Excellent attention to detail
2. Highly organised, methodical, disciplined
3. Able to prioritise
4. Proactive approach
5. Able to work under pressure and to tight timescales
6. Team player and able to work under own initiative

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