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 Newcastle, 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.??

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 clientfiles, 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, ensuring in all information is gathered in timely fashion and prepared fully before submitting to paraplanner to write case.
• Using SJP computer systems and following SJP/team processes to 'place’ straightforward investments.
• Post and general office administration.
• Answering calls and handling queries professionally, re-directing or taking messages and using initiative to deal with queries.
• Preparing simple client reports in accordance with the agreed recommendations.
• 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.

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 fordelivering, promoting and enhancing the business’s client-facing strategy and one-to-one interactions with our clients to ensure a first-class client experience.

The Person

We are looking for a positive, reliable, flexible and motivated individual who can work well within a busy office environment and should be capable of working on their own, with a high level of attention to detail. Preferably with a minimum of 1 year’s admin experience They will play a vital role in enabling the partner to focus on seeing clients whilst the business is managed effectively from the back office.

As you will have regular contact with clients, it is essential that you are professional and confident in dealing with people and can work with total discretion. You will have excellent communication and organisational skills, a keen eye for detail and will thrive under pressure.? You will be IT proficient, enjoy problem solving and be a confident decision maker. A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be a distinct advantage as well as management or team leadership experience.

Client service is paramount and therefore they will need to be fully immersed in all areas of the business and have a passion for giving excellent client service in a timely fashion whilst working closely with the partner on business development.

There is fantastic potential to grow and develop with the business, with this opportunity ultimately being down to what you make of it.

This is a full time (35hrs Monday-Friday) based in our offices located in Newcastle-upon-Tyne. Full training on internal systems and processes will be provided.

Experience as a paraplanner/ administrator within Financial Services, Wealth Management, IFA is highly desirable.