Private Client Administrator

Financial Services
Job Type: Permanent
Hours/Duration:Permanent
Location: East London

Description:

A boutique wealth planner, asset manager and employee benefits specialist currently require a Private Wealth Administrator to join its friendly and vibrant team

As we are independent, this allows us to provide objective advice that is aligned to client's best interests, delivered by teams steeped in financial services knowledge and experience. We have built our company on integrity and trust, because doing what is right for our clients in best for our business.

It has been awarded Corporate Chartered status by the Chartered Insurance Institute - the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.

Purpose of Role

To provide exceptional quality technical and general administrative support to two Private Client Advisors in a busy and successful team. This is a demanding role assisting the Advisors in delivering an outstanding holistic financial planning service to new and existing HNW clients, often with high expectations and complex planning needs. This full-time and permanent role will initially cover a 15-month period of maternity leave and following that will continue in another of Wealth's client facing adviser teams. The role will suit a confident and experienced senior IFA administrator who enjoys working autonomously in a driven and high-performing client team.

About Us

A boutique wealth planner, asset manager and employee benefits specialist. As we are independent, this allows us to provide objective advice that is aligned to client's best interests, delivered by teams steeped in financial services knowledge and experience. We have built our company on integrity and trust, because doing what is right for our clients in best for our business.

It has been awarded Corporate Chartered status by the Chartered Insurance Institute - the industry gold standard for financial planners evidencing ethical practice, professional,

competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.

We are two times winner of the Best Financial Adviser to Work for award.

Accountabilities

The role comprises, but is not restricted to:

PA and general admin duties

• Organise and diarise meetings on behalf of the Private Client Advisors
• Work with the Private Client Advisors to prioritise tasks
• Fields calls and email queries as appropriate and act on all non-technical queries
• Provide agendas and information requests prior to client meetings, if required
• Assist with the production of management information, as required by central teams
• Assist with general administration as required e.g., ad-hoc scanning and filing

Client servicing and meeting preparation

• Use appropriate systems and processes to submit new business to providers
• Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
• Prepare application forms and other documents for client signing or approval
• Liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed as necessary
• Produce accurate client portfolio valuations and statements using Intelligent Office
• Complete and assist with trades and portfolio rebalancing, as required
• Assist with cash management control on client accounts (bonds, SIPPs, etc)

• Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant

Correspondence and client files

• Schedule and manage follow up tasks relating to client meetings and business submissions using iO to monitor and accurately record tasks
• Ensure all client information (including meeting notes) is accurately maintained on internal systems, including Intelligent Office and the Document Management System (DMS), where appropriate
• Ensure client agreements, including fee schedules, are in place and are signed, documented, and saved to the DMS
• Run client risk tolerances and carry out anti-money laundering checks
• Ensure electronic client files are organised and updated, and easily accessible

Experience and Qualifications

The successful candidate will have:

• 5+ years' experience in an IFA administration rol
• Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts, and protection
• Demonstrable experience of delivering client service at the highest level
• Experience of using Transact, iO or equivalent system to perform an administrative role
• Excellent IT skills with a good working knowledge of Excel
• Excellent written and verbal communication skills with a high level of attention to detail
• Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances to effectively carry out the role
• Relevant industry qualifications will be an advantage but are by no means essential.

Location: London and/or home-based.

Salary: dependant on experience but expected to be in the range £35K+. Full benefits are also provided.

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