Senior Client Services Administrator

Job Description:

Job information Senior Client Services Administrator from the Company Wealthtime, this latest Senior Client Services Administrator job vacancy is located in the city Hybrid work in Bath located in the country United Kingdom .

Job Responsibility:

Job Specification

Location: Bath

Employment Type: Full time

Department: Customer Operations

Appointment Type: Permanent

Hours: 37.50

Job Information

At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: \’Seek Opportunity\’, \’Nurture Each Other\’ and \’Simply Get Going.\’

With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.

About the Role

Client Services Administration is an integral area of the Company and works alongside other operational teams within Wealthtime. It is made up of the following teams – Pensions & Estates, Servicing, Payments, Transfers In, Transfers Out, Transfer Oversight. Each team process high volumes of instructions received, ensuring all work is completed right first time, every time. Excellent customer service is always expected to ensure that we provide value to our clients.

The primary focus of this role will be effective and timely completion of various administrative tasks, including the following key areas:

• Adviser Administration – to provide administration support to Financial Adviser firms who are using the Wealthtime platform.
• Customer Relations – deal with any queries and requests from Financial Advisers firms, and on occasions, their clients.
• New Investments – responsible for the accuracy and completeness of any processing undertaken.
• Business Administration – involved in varying administrative aspects of the Wealthtime platform, across multiple product wrappers.
• Escalations – to escalate any issues to Line Manager where appropriate.

Key Responsibilities:

• Continually focus on delivery of excellent customer service to ensure that the Company is highly valued by our clients.
• Accountable for the accuracy and completeness of any processing.
• Ensure that the Treating Customers Fairly (‘TCF\’) principles are adhered to, including raising any areas of concern with either Line Manager or Compliance.
• Manage risk effectively by informing Line Manager if any incidents, “near misses” or exposures to our risk profile are identified. Comply with all Wealthtime policies. Report risk concerns to Line Manager.
• Responsible for developing new processes and challenging existing ones, to maximise efficiency and accuracy.
• Allocate work amongst the team and monitor to ensure that all work gets completed within set SLAs.
• Be the first escalation point for queries within the team, and be an escalation point for external queries if the Line Manager is unavailable.
• Responsible and accountable for own personal development i.e., prepare and actively operate personal training/development plans.
• Complete testing for team within the set timescales as directed and raise any issues without delay.
• Ensure any breaches are raised and closed within set timescales, including any required price comparisons and procedural changes as part of any preventative actions that are put in place.
• Play a key role in training within the team for existing members and any new starters.
• Continue own personal development to ensure that knowledge within the team and the wider business are always improving.
• Support provided to Line Manager and the team.
• Recognise the importance of working together as a team to maximise team, department and Company results.

About You

Specialist Skills, Qualifications and Experience:

Essential:

• Have a minimum of one year\’s experience in administration.
• Have experience of SIPP/Drawdown, GIA, ISA and Offshore Bonds.
• Excellent interpersonal and communication skills.
• Ability to prioritise work and direct others to ensure work is completed within agreed Service Level Agreements (SLA\’s).
• Ability to work well under pressure, and to tight deadlines.
• A proactive and innovative approach to problem solving, including persuasion and influencing skills.

Desirable:

• Have Wrap platform knowledge and/or experience.
• Have a recognised Financial Services qualification (for example, IOC or CII) or be studying towards one.
• Have a high-level understand of Model Portfolios.
• Have a high-level understanding of trading (this role does not involve trading but having a high-level understanding would be beneficial).

Rewards & Benefits:

Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.

Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.

Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.

Generous Holiday Package: You\’ll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.

Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it\’s for your birthday, moving house, or simply pampering yourself.

Professional Growth: We\’re committed to your professional development and will support and encourage your career advancement.

Comprehensive Health: You and your family\’s health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.

Financial Security: Prepare for your future with our Group contributory pension scheme.

Travel with Ease: We offer interest-free season ticket loans to help with travel costs.

Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.

Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.

Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.

Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.