One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team.
You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm.
What you'll be doing:
- Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner
- Sort and allocate the post when necessary
- Meet and greet visitors when necessary
- Prepare client valuations and ensure back office system is updated (Intelligent Office)
- Prepare review packs when necessary
- Fully utilise back office system and ensure it is kept up to date with accurate information
- Process new business and follow up until policy issue
- Scan and file documents using the document management system (Papercloud)
- Process client withdrawals and Bed & ISA transfers
- Disinvest to ensure adviser charges are paid when necessary
- Complete fund switches on client portfolio's
What you'd have:
- Excellent interpersonal skills both written and verbal
- Accurate with good attention to detail
- Excellent time management
- Excellent IT skills including knowledge of Microsoft Office products
- Detailed knowledge of the FCA's rules and requirements
- Broad knowledge of the financial services sector
- At least 5 years within an IFA environment
Please apply if you feel you meet the requires skillset to have a chat with one of our consultants.
