Description

PLEASE NOTE Those applying for this role MUST have previous experience working for a Partner Practice of St James Place, with an understanding of IT systems and processes.

Our Client, a Financial Planning Practice with an outstanding reputation in the marketplace is currently looking to recruit an Administrator to join their busy team in the Bolton area. Working from beautiful, refurbished offices based in a convenient location offering free on-site parking the successful Candidate with form part of an established team to assist with the daily operation of the office and support advisers with their day-to-day work.

Key responsibilities:

  • Support the day-to-day operations for advisers
  • Liaise with clients to help with any questions and queries and booking in review meetings as appropriate;
  • Liaise with third parties to provide information on clients plans & using checklists to ensure all information has been provided once received and chasing up outstanding information;
  • Obtain quotations from product providers and provide illustrations and product information to the Advisers as required;
  • Prepare files including: compliance required documentation; research; illustrations; supporting documentation, prior to sale;
  • Ensure that files are complete post-sale with all required client identification documentation and necessary application forms;
  • Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Adviser;
  • Prepare portfolio valuations as requested;
  • Process new business applications and fund switches;
  • Attend and contribute to regular meetings with the Administration Team Manager
  • Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
  • Support the practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with practice and regulatory standards;
  • Maintain technical competence at an appropriate level to meet the requirements of the role
  • Maintain a good working relationship with colleagues, clients and third parties.

Knowledge and experience:

  • Previous experience in an administration role, ideally in financial services or related sector; (SJP Experience is desired)
  • Knowledge of relevant regulation and legislation (desirable);
  • Experience of setting up and maintaining systems, processes and procedures; Such as Salesforce CRM System
  • Comfortable with/experienced in using electronic (client) data systems;
  • Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
  • Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
  • Good organisation skills;
  • Attention to detail;
  • Manages time effectively with the ability to multi-task;
  • Keeps calm when faced with conflicting demands and handles these effectively;
  • Demonstrates a positive attitude at all times;
  • Works well on own tasks as well as on shared goals as part of a team;
  • Open to change with a creative approach to problem solving.

Competencies:

  • Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks in spite of distractions and interruptions.
  • Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand. Confidence dealing with third parties and working with total discretion is essential.
  • Planning and Organising: Manages own time, priorities, and resources to achieve goals.
  • Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business.

If this seems like a role you are interested, then apply online or for further information please speak to one of our specialist recruiters quoting reference NJR15424

ADZN1_UKTJ