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Senior Adviser Support Administrator

Artemis Recruitment Consultants Ltd
Job LocationLondon
EducationNot Mentioned
Salary£30,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package.Responsibilities To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following:

  • Training and mentoring new and existing team members on a face-to-face basis to facilitate early adoption of systems and processes
  • Undertaking ad hoc tasks and project work when required for the Head of Wealth Management Support and the Operations Manager
  • Arranging client meetings for the adviser via email or telephone
  • Preparing for adviser client meetings including quote requests, obtaining valuations and appropriate literature
  • Preparing annual review packs including annual fee tables
  • Undertaking client anti-money laundering checks in line with compliance procedures
  • Preparing and submitting applications and supporting documents to product providers both electronically and in paper form.
  • Inputting new business proposals to the back-office system in line with Company procedures
  • Undertaking fund switches and rebalances upon the instruction of the client and adviser
  • Dealing with day-to-day client and provider correspondence by post, email and telephone.
  • Maintaining accurate records of all verbal and non-verbal communications with the client
  • Maintaining accurate information on the back-office system
  • Maintaining client files in line with Compliance procedures including scanning of documents where required
  • Keeping track of fees and chasing where appropriate
Essential
  • Previous experience in an adviser support role (at least 5 years)
  • Previous experience of processing business on wrap platforms
  • Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
  • Ability to work as part of a team as well as on your own initiative
  • Ability to critically evaluate information, probe and challenge the facts
  • A flexible and adaptable attitude towards work
  • Ability to work accurately and in accordance with procedures
  • Excellent time management, ability to meet deadlines
  • Experience of using provider platforms and product provider extranet sites
  • Experience of Microsoft Word, Excel, Outlook
  • Certificate in Financial Planning or equivalent
Highly desirable
  • Previous use of the Salesforce back-office system
  • Previous use of Voyant software
  • Experience of working for a Discretionary Fund Manager
  • Progression towards Diploma qualification
If you are interested in this position then please submit a copy of your CV to Natalie at Artemis Recruitment.Required skills
  • Administrative Support
  • Financial Planning
  • General Admin
  • Technical Support
  • Wealth Management

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