Business Administrator - London
Our client is looking for an experienced Business Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and has hybrid working available.
Responsibilities
To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following.
Training and mentoring new and existing team members on a face-to-face basis to facilitate early adoption of systems and processes
Undertaking ad hoc tasks and project work when required for the Head of Wealth Management Support and the Operations Manager
Arranging client meetings for the adviser via email or telephone
Preparing for adviser client meetings including quote requests, obtaining valuations and appropriate literature
Preparing annual review packs including annual fee tables
Undertaking client anti-money laundering checks in line with compliance procedures
Preparing and submitting applications and supporting documents to product providers both electronically and in paper form.
Inputting new business proposals to the back-office system in line with Company procedures
Undertaking fund switches and rebalances upon the instruction of the client and adviser
Dealing with day-to-day client and provider correspondence by post, email and telephone.
Maintaining accurate records of all verbal and non-verbal communications with the client
Maintaining accurate information on the back-office system
Maintaining client files in line with Compliance procedures including scanning of documents where required
Keeping track of fees and chasing where appropriate
Essential
Previous experience in an adviser support role within a SJP firm (at least 3 years)
Previous experience of processing business on wrap platforms
Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
Ability to work as part of a team as well as on your own initiative
Ability to critically evaluate information, probe and challenge the facts
A flexible and adaptable attitude towards work
Ability to work accurately and in accordance with procedures
Excellent time management, ability to meet deadlines
Experience of using provider platforms and product provider extranet sites
Experience of Microsoft Word, Excel, Outlook
Certificate in Financial Planning or equivalent
Highly desirable
Previous use of the Salesforce back-office system
Progression towards Diploma qualification
Excellent communication and business writing skills
Professional telephone manner
Meticulous attention to detail
