Client Service Administrator

Eng4ge Business Consultancy have an exciting new opportunity for an individual looking to take the next step in their career to join a busy team within a wealth management practice based in Hook, who are a highly successful Appointed Representative of St. James’s Place Wealth Management Plc.

This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base. St. James’s Place Wealth Management has funds under management in excess of £157.5bn.??

The Role

We are looking for a Client Servicing Coordinator who can help maintain existing business with current clients, grow business relationships with current clients and assist in bringing new clients on board. Working alongside the Back office team, they will build relationships and establish themselves as the primary point of contact within the business for clients to contact with all day-to-day account enquiries, manage the client review process via effective dairy management, assisting Advisers to prepare for client meetings and any client administration generated from client meetings.

The successful candidate will be provided with the opportunity to further develop skills and knowledge within the financial services industry. They will also be responsible for delivering, promoting and enhancing the business’s client-facing strategy and one-to-one interactions with our clients to ensure a first-class client experience.

Full time Mon-Fri 9.00-5.00, office based

Main Duties & Responsibilities

• Supporting team with diary management and client communication, assisting with the administration of client meetings including identifying review meetings to be booked.
• Assisting with the administration of client meetings including identifying review meetings to be booked.
• Assisting with pre-meeting research and documentation (creation of meeting packs) including gathering information from client files, documents and valuations for the Financial Advisers and uploading to on-line client files as required. Creation of meeting packs
• Assisting with any follow up actions from client meetings.
• Managing review cycle admin: CFR updates, Creation of review letters
• Effective management of incoming communication, including post, emails and telephone calls;
• Assisting with the LOA process and administration of client information for the Partner/paraplanner/3rd party, ensuring in all information is gathered in timely fashion and prepared fully before submitting to paraplanner to write case.
• Completion of various application forms and documentation on the client’s behalf and with their express permission.
• Assisting with the administration of business submission including Trust, Group Pension scheme, Protection quotes, Estate planning documentation
• Post and general office administration.
• Answering calls and handling queries professionally, re-directing or taking messages and using initiative to deal with queries.
• Assisting with office admin and post.
• Supporting Partner with client meetings - meet and greet.
• Continual learning of SJP processes, inhouse processes and technical requirements;
• Any other duties as may reasonably be required for both the business, consistent with the vacancy.