Senior Administrator Wealth Management

Job Description

We have a great opportunity for an experienced Senior Technical Administrator to join an award winning boutique Wealth Management Consultancy company, with offices located in London and Surrey. The company has gained multiple industry accreditations andawards for the quality of their professional services, they are excellent financial planners, a highly ethical practice, offering competent and knowledgeable advice, a commitment to providing service and support of the highest quality, proud winners of thebest Advisers to work for award. They provide Wealth planning and asset Management to high net worth individuals.The roleYou will provide exceptional quality technical and general administrative support to the Private Client Director of a successful team. This is a demanding role assisting the Private Client Director in delivering an outstanding holistic financial planningservice to new and existing HNW clients , who typically have complex planning needsResponsibilities (but not limited to)

• Client servicing and meeting preparation.
• Work with the teams Private Client Administrator to deliver the highest possible level of client service, consistent with developing and maintaining outstanding long-term relationships
• Prepare for and attend client meetings where requested, taking detailed written notes and following up on any administrative or technical points after the meeting
• Use appropriate systems and processes to submit new business to providers
• Prepare all necessary and relevant documentation for client
• Liaise with product providers to ensure all processes are completed accurately in a timely manner.
• Produce accurate client portfolio valuations and statements using Intelligent Office
• Complete and assist with trades and portfolio rebalancing, as required
• Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant
• Deal with complex and technical client queries as directed by the Private Client Director
• Prepare Voyant cashflow models in advance of client meetings if required by the Private Client Director
• Ensure all client information is accurately maintained on internal systems (iO and Volume)
• Adhere to FCA Compliance and company procedures, GDPR, AML and risk management
• Organise diary meetings and general administration such as directed by private Directors and team.

Experience and QualificationsThe successful candidate must have;

• Have 5+ years experience within Wealth planning in a similar role, or relevant sector of the financial services industry..
• Switches
• Experience with Voyant cashflow models
• Producing comprehensive and clear suitability letters
• Technical administration role, involving direct contact with high net worth clients
• Have comprehensive experience of using iO (or an equivalent system) to perform an administrative role, as well as the required product and process knowledge to carry out the role effectively
• Have excellent IT skills, being highly proficient in the use of Microsoft Office packages. A good working knowledge of Excel will be an advantage
• Demonstrate excellent written communication skills and a high-level of attention to detail
• Have sufficient understanding of the needs of Financial Services teams, and FCA rules and compliances, in order to effectively carry out the role
• Relevant industry qualifications will be a distinct advantage.

The ideal candidate fit:

• You will be expected to work to pressing deadlines, being personally resilient, in a fast paced environment, prioritising workload and managing complex client needs.
• Demonstrate focus and motivation in delivering an exceptional level of customer service to clients, third parties and colleagues
• Demonstrate sound professional judgement, the ability to work well under own initiative, and a common-sense, innovative and solution-focused approach to problem solving
• Be punctual, presentable and professional at all times.

Location: Flexible hybrid position between either Surrey or London and Home-based.Salary: £30K - £33K dependent on experience.Full benefits are also available, together with a discretionary bonus scheme.Hours of work: 37.5 hours per week, office hours 9am to 5.30pm.It may be necessary to occasionally work outside of normal office hours in order to meet the demands of client meetings and pressing deadlines.We are acting as a recruitment business on behalf of our client, all applications will be assessed without any bias. We are only able to response to those that are selected for interview, you will be contacted with in 72 hours if you have been selected fortelephone interview, if you have not been contacted within this time, please assume that you were unsuccessful on this occasion. Your details will be held on our database for similar job that may arise. You may contact us to find out about our privacy policyand how we store your data and can request removal of your details at any time.