Senior Administrator

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.