Technical Financial Administrator (Part Time) - London

Type of Position: Technical Financial Administrator (Part Time) - LondonPay: £28k - £35k pro-rataTechnical Financial Administrator (Part Time) - LondonOur client is looking for a Technical Administrator to join their wealth management firm based in the heart of London. We are working with a Partner Practice of St. James Place, so previous SJP experience would be preferred. The role will suit an experienced Technical Administrator who enjoys working autonomously in a driven and high-performing team. Our client is offering a part-time position, with a mixture of office based and remote working. AccountabilitiesThe role comprises, but is not restricted to:Client servicing and meeting preparation Prepare for and attend client meetings where requested, taking detailed written notes and following up on any administrative or technical points after the meetingUse appropriate systems and processes to submit new business to providersObtain information from clients to facilitate Annual Suitability ReviewsObtain literature, illustrations and forms from providers and pre-complete basic client detailsPrepare application forms and other documents for client signing or approvalLiaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed as necessaryComplete and assist with trades and portfolio rebalancing, as requiredClose plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevantDeal with complex and technical client queries as directed by the AdviserPrepare Voyant cashflow models in advance of client meetings if required by the AdviserAssist the Adviser in producing comprehensive and clear suitability lettersBe willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.Correspondence and client filesEnsure all client information is accurately maintained on internal systems (Salesforce), including all written and electronic communication with clients and providers, and meeting notesEnsure client agreements, including fee schedules, are in place and are signed, documented and saved to the DMSEnsure electronic client files are organised and updated, and easily accessibleSchedule and manage follow up tasks relating to client meetings and business submissions using Salesforce to monitor and accurately record tasks.Compliance with FCA and company proceduresEnsure the team remain compliant with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidentialNotify the Adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling processFollow Anti-Money Laundering Procedures and comply with the requirements of GDPRFollow risk profiling procedures, record risk profile score in iO and save risk profile to the DMSRecord and file all relevant correspondence.General administrationOrganise and diarise meetings on behalf of the Adviser and team, to an annual scheduleProvide agendas and information requests prior to client meetings, if requiredAssist with the production of management information, as required by central teamsAssist with general administration as required e.g. ad-hoc scanning and filingHandle client queries in a professional and timely manner.Experience and QualificationsThe successful candidate will:Have 5+ years’ experience within a relevant sector of the financial services industry, in an technical administration role, involving direct contact with high net worth clientsHave comprehensive experience of using Salesforce (or an equivalent system) to perform an administrative role, as well as the required product and process knowledge to carry out the role effectivelyHave excellent IT skills, being highly proficient in the use of Microsoft Office packages. A good working knowledge of Excel will be an advantageDemonstrate excellent written communication skills and a high-level of attention to detailHave sufficient understanding of the needs of Financial Services teams, and FCA rules and compliances, in order to effectively carry out the roleRelevant industry qualifications will be a distinct advantage.We need someone who will:Work to pressing deadlines, being personally resilient and able to handle the pressure of a busy team, a demanding workload and complex client needsAssist the adviser team and clients in an enthusiastic and proactive manner, using organisation, time management and prioritising skillsDemonstrate focus and motivation in delivering an exceptional level of customer service to clients, third parties and colleaguesDemonstrate sound professional judgement, the ability to work well under own initiative, and a common-sense, innovative and solution-focused approach to problem solvingBe punctual, presentable and professional at all times. If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
#J-18808-Ljbffr