An exciting opportunity has arisen for an Administrator to work with a city-based boutique independent wealth planner, asset manager and employee benefits specialist.
This company has been awarded Corporate Chartered status and it provides objective advice to meet its client’s best interests. Its Financial Planners have a commitment to providing the best service and support to the highest quality.
As a Private Client Administrator your main responsibilities will include client servicing, correspondence and checking client files, as well as general administration. You will obtain information from clients to facilitate Annual Suitability Reviews and liaise with product providers to ensure all applications are received and completed. It is important that all client information is accurately maintained on internal systems and client agreements are in place, signed, documented and saved. You will assist the team in complying with FCA and internal compliance procedures. General administration tasks will include providing agendas and organising information for client meetings and assisting with scanning, filing and handling client queries.
The ideal candidate for this role will have experience of working within the independent sector of the financial services industry. It is preferred if you have experience of using Intelligent Office. You will have excellent IT skills and be proficient in the use of Microsoft Office packages. You will have exceptional communication skills, both written and verbal, and a high level of attention to detail.
You will be rewarded with a fantastic basic salary along with a discretionary bonus based on performance. You will receive an attractive benefits package which will include pension contributions, PMI, PHI and DIS.
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Financial Services and General Insurance Recruitment