Senior Administrator

An experienced candidate is required to work for our clients, a respected and growing firm of Financial Advisers who form part of one of the largest firms of Wealth Managers in the UK. Our client offers first-class training and support and ongoing career development and now require someone to work in an incredibly busy role supporting the Financial Planners. It is essential that those applying for the role can demonstrate capability of working in a changing and fast-paced environment, whilst managing and liaising with a client bank of High Net Worth Individuals.

Responsibilities:

• Provide high-level technical administrative support to the Partner/Practice Manager/Advisors.
• Liaise daily with paraplanners to ensure the delivery of all business process needs.
• Book client/presentation meetings and manage diaries in line with the servicing needs of the business.
• Ensure Salesforce records are kept up to date regarding relationships, delegation of servicing, meeting dates, and advice cycles.
• Support and respond to incoming calls from clients and third parties, ensuring they are dealt with by the appropriate colleague.
• Prepare all client meeting packs, including compliance-required supporting documentation, EIS & VCT valuations, etc.
• Ensure that all required client identification documentation, necessary application forms, and trust documentation are provided for the advisor or client where needed.
• Process applications accurately, including EBS submissions and advice sets, recording the required compliance information on Salesforce.
• Ensure all documentation for business submissions are checked and appropriately submitted to SJP, clients, and third parties.
• Liaise with solicitors, executors, and family members in bereavement cases, ensuring that all plans associated with the client are transferred or encashed in a timely and sensitive manner.
• Responsibility for ensuring the practice operations are recorded and monitored daily through the WIP and distributed to the team effectively.
• Process client withdrawals and encashments in line with the compliance guidelines from SJP and document accordingly.
• Action fund switches and rebalancing exercises following client meetings.
• Attend and contribute to meetings when called upon.
• Complete regular training and upskilling, including technical competence at an appropriate level to meet the requirements of the role and the needs of the business.

Essentials:

• Minimum 2 years experience in a financial services role either with SJP or IFA.
• Knowledge of relevant compliance regulations in accordance with consumer duty.
• Experience of client management systems such as Salesforce.
• Excellent knowledge of Microsoft software and IT systems generally.
• A strong understanding of relevant product knowledge.

Skills and behaviours:

• Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results. Stays focused on tasks despite distractions and interruptions and is able to plan and manage tasks working independently.
• Confident in dealing with stakeholders and third parties and can work with total discretion.
• Keeps calm when faced with conflicting demands and prioritises tasks in a fast-paced environment.
• Excellent face-to-face and telephone communication skills, with the ability to build rapport swiftly with clients.
• Excellent written communication and numeracy skills.
• Good organisation skills, able to prioritise in line with changing business needs.
• Strong attention to detail.
• Manages time effectively with the ability to multi-task.
• Demonstrates a positive attitude at all times with colleagues and clients.

Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.

Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables. Enthusiasm to help colleagues across the business to achieve the company vision and targets.

Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement.

Candidates coming from a Financial Services background and those offering knowledge of Pensions & Investments would be of benefit, but this is not essential; however, a professional services background is. The ability to work in a fast-paced and pressurised team environment is imperative.

If this sounds like you, apply today or for more information please contact one of our specialist consultants and quote job reference NJR15788.