Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy retirement. Their branch is one of over 3,000 Global offices worldwide and over 130 in the UK and is supported by a head office in the City of London.
The business is now seeking a full-time Senior Administrator to collaborate with our established team of branch wealth managers and financial planners, to ensure the smooth running of our office. The role will involve front-of-house and general administrative duties.
Location: London, NW11
Hours: 9am - 5.30pm, 5 days per week (Monday to Friday) - OFFICED BASED
Salary: £30K - £40K per annum depending on skills and experience
Key Tasks and Responsibilities - Manage client correspondence, including email and telephone queries - forwarding on where relevant to the appropriate wealth manager.
- Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate
- Adding and updating new client data onto back-office system
- Recording remittance and fees onto back-office system
- Compiling and updating of new client packs and other marketing documentation
- Dealing with client enquires including monitoring client requests for moving funds and maintaining records accordingly
- Supporting members of the Wealth Management team to prepare paperwork for client reviews, as well as taking responsibility for arranging reviews as they become due and preparing the subsequent follow up material
- Diarising and monitoring income payments and management fees and monitoring asset transfer reports
- Producing client valuations andliaising with providers for outstanding statements and dealing with queries
- Support and oversee a number of client related systems and processes, ensuring an end-to-end delivery of outstanding support service to clients
- Some general office management tasks such as managing rent payments
- Overseeing the Junior Administrator
Person Specification Knowledge and Experience
- IT literate in particular with Microsoft Office packages
- A minimum of two years' financial administration experience, preferably in a Wealth management/IFA practice
- Excellent written and verbal communication skills
- Excellent attention to detail
- Comfortable with numbers
Personal Attributes
- Strong work ethic and ability to work independently and as part of a team
- Articulate and detail-oriented with excellent interpersonal, written and verbal skills
- Organised and able to manage a changing to-do list
- Personable with a friendly and welcoming manner
