Job Description
Job Title: Onboarding Administrator
Industry: Financial Services
Location: Northwich, Cheshire
Salary: £30,000
Job Description: Onboarding Administrator
Recruit UK is working on an exciting opportunity for an experienced Onboarding Administrator to join a well-respected Financial Planning firm with offices in Northwich.
As an Onboarding Administrator, you will be supporting the smooth and efficient onboarding of new clients. You’ll manage client documentation, liaise with advisers and providers, and ensure all onboarding processes are completed accurately and within agreed timescales.
Responsibilities: Onboarding Administrator
- Accurate and timely processing of new business for new and existing clients.
- Daily interaction with Xplan, PULSE, Symphony, Fusion and Third-Party systems adhering to applicable SLAs and workflow management
- Close liaison with other teams and departments across the business to ensure all processes run smoothly and effectively
- Assist the Incident Management and Service Management Teams in the resolution of queries
- Participation in the Appraisal and Development Scheme
- To inform Line Manager of areas of concern and issues that may arise.
- Demonstrate the Firm’s Business Principles (Client, Excellence, People & Integrity).
What’s in it for you: Onboarding Administrator.
Income Protection | Provides financial support and rehabilitation services if you are absent from work due to an illness or injury.
Life Assurance | Provides a lump sum payment to your nominated beneficiary of up to four times your basic salary in the event of a death in service.
Stakeholder Pension | 10% after 6 month
- Memberships to private healthcare and dental coverage
- Discounted health checks, gym memberships and eye care to support our people and their families’ mental wellbeing and lifestyle we offer:
- A paid ‘Wellbeing Day’ and the opportunity to purchase more annual leave
- Income Protection and Life Assurance in the event of long-term sickness/injury or death
- The opportunity to enroll in our Stakeholder Pension program
- Discounts on public transport, cellular plans and more to encourage the volunteering and charitable efforts of our people we offer:
plus many more!
Skills and experience required
- Previous experience of operational processes in wealth manager or private client asset management practices.
- Accuracy and attention to detail
- Effective prioritization
- Ability to work quickly with deadlines
- Flexibility and availability to work overtime during peak workload periods
- Proactive nature to gain efficiencies
Get in touch or apply online to find out more about this opportunity!
