Financial Advisor Client Administrator

Financial Advisor Client Administrator

12 Month Maternity Contract

Salary: £24,000

Location: Wigan

One of our well-established clients, a Chartered Wealth Management firm in Wigan, is keen to take on a Client Services Administrator to add to their team covering a 12-month maternity contract. The purpose of the Client Services Administrator will be to ensure that all new clients are given a ‘first impression’ and that all existing clients enjoy a high level of ongoing service.

Responsibilities:

1. Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all times.
2. Follow appropriate ethical standards within the firm at all times.
3. Ensure all dealings with clients are carried out in a professional and courteous manner.
4. Maintain all standards of performance as required by the company.
5. Perform such other tasks as may be considered appropriate or necessary by management.
6. Participate in any training offered by the company as deemed necessary or relevant to your role or personal development for the benefit of the role.
7. Answer the telephone and ensure incoming calls are directed to the appropriate person efficiently.
8. Sort and allocate incoming post and prepare and post outgoing mail when required.
9. Manage diaries for all advisers.
10. Assist with the preparation of client valuations and ensure the back office system is updated (Intelligent Office).
11. Assist with the collation of aggregated charges information.
12. Assist with the preparation of client review packs.
13. Fully utilize the back office system and ensure it is kept up to date with accurate information.
14. Prepare post-business valuations.
15. Chase outstanding activity entries until business is completed.
16. Scan and file documents using the document management system (Papercloud).

Experience and Skills:

1. Willingness to work towards an Award in Financial Administration and/or Certificate of Financial Planning.
2. Excellent interpersonal skills, both written and verbal.
3. Accurate with good attention to detail.
4. Excellent time management skills.
5. Excellent IT skills, including knowledge of Microsoft Office products.
6. Experience of using a back-office system.
7. Experience of using a document management system.
8. At least 2 years within an office environment in a similar role.
9. Some knowledge of Financial Services.

The successful candidate will be a team player and have the desire to progress within the company. Please apply if you feel you meet the skillset for this role or contact one of our specialist consultants quoting reference NJR.