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Administrator (Financial Services) Personal Clients, Gatwick area

Posted 13 March by Resource Matters Ended

Our client, a major name in Wealth Management, is seeking a Personal Client Assistant to join their busy and expanding team. If you have experience in a similar role within financial services (IFA/Financial Planning/Wealth Management, etc), this would be a great career move as the company is well respected, successful and expanding, offering you a range of future career growth opportunities within the organisation. Easy transport links to the office.

Working in a busy team, you will provide in-depth administration support to a number of Financial Advisers and their Clients throughout the investment management process.

Duties will include:

  • Managing leads for the financial advisers with the Client Relationship Management (CRM) system

  • Record and update data accurately onto CRM

  • Arranging appointments and diary management

  • Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings

  • Call management/Client contact

  • Data Collection on client portfolios

  • Checking new business paperwork, banking cheques, scanning documents

  • Submission of new business to Platform and Off-Platform administration teams

  • Managing cash balances and cash movements

  • Updating static information - change of name, address etc.

  • Preparing investment valuation reports

  • Assisting Advisers with fact find input

  • Handling and administration of Incoming and Outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation

  • Task and workflow management on back office system

Previous experience within a similar role in Financial Services/Wealth Mangement, or a regulated environment is preferable.

Fantastic range of company benefits including a generous contributory pension scheme, childcare vouchers, private medical, save as you earn and share purchase scheme, to name a few.

Required skills

  • Administrative
  • Data Management
  • Diary Management
  • Financial Services
  • Client Liaison

Reference: 34120105

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