Senior Financial Administrator

Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and has hybrid working available.

Responsibilities

• To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following.
• Training and mentoring new and existing team members on a face-to-face basis to facilitate early adoption of systems and processes
• Undertaking ad hoc tasks and project work when required for the Head of Wealth Management Support and the Operations Manager
• Arranging client meetings for the adviser via email or telephone
• Preparing for adviser client meetings including quote requests, obtaining valuations and appropriate literature
• Preparing annual review packs including annual fee tables
• Undertaking client anti-money laundering checks in line with compliance procedures
• Preparing and submitting applications and supporting documents to product providers both electronically and in paper form.
• Inputting new business proposals to the back-office system in line with Company procedures
• Undertaking fund switches and rebalances upon the instruction of the client and adviser
• Dealing with day-to-day client and provider correspondence by post, email and telephone.
• Maintaining accurate records of all verbal and non-verbal communications with the client
• Maintaining accurate information on the back-office system
• Maintaining client files in line with Compliance procedures including scanning of documents where required
• Keeping track of fees and chasing where appropriate

Essential

• Previous experience in an adviser support role within an IFA firm (at least 3 years)
• Previous experience of processing business on wrap platforms
• Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
• Ability to work as part of a team as well as on your own initiative
• Ability to critically evaluate information, probe and challenge the facts
• A flexible and adaptable attitude towards work
• Ability to work accurately and in accordance with procedures
• Excellent time management, ability to meet deadlines
• Experience of using provider platforms and product provider extranet sites
• Experience of Microsoft Word, Excel, Outlook
• Certificate in Financial Planning or equivalent

Highly desirable

• Previous use of the Time4Advice (Curo) back-office system
• Experience of working for a Discretionary Fund Manager
• Progression towards Diploma qualification
• Previous experience of the Morningstar platform
  

If you are interested in this position then please submit a copy of your CV to Sam at Artemis Recruitment.