Financial Services / IFA Administrator

Utopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who are going through a period of growth and looking to recruit a Business Support Administrator.

This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per week.

The Business Support Department is the backbone of the delivery of service provided to clients, both new and existing. Working as part of a hugely supportive team, you will be responsible for providing a first class administrative and business support service to the wider organisation. 

Your main responsibilities will include:

• Managing the adviser’s diary and the client meeting room bookings
• Create new and existing business packs for advisers ahead of client meetings
• Provide all the necessary paperwork for review meetings– agendas, valuations, performance information, client’s charges etc to ensure that the right conversations are held with clients
• Communicate with the client to confirm meeting details, outlining what they should bring with them
• Creating new client records
• Obtaining information about the client’s existing products, preparing illustrations and applying for new products
• Monitor the new business process from the beginning until it is complete
• Identify clients who are due for a review, updating adviser, diarising meetings and monitoring client responses to ensure those who are meant to have a review do so
• Processing all paperwork for existing business including withdrawals, contributions, ISA allowances, POAs, etc.
• Managing client proposition changes and fund switches for clients or products
• Completing regulatory requirements including carrying out anti-money laundering checks, completing any necessary registers for new business, managing workflow within the back office, maintaining client records with notes of any calls received or made, adhering to industry regulation and firm processes on e.g. data protection, financial crime and online testing for CPD
• Carry out any additional administrative tasks when required

Skills and Experience

• Previous background working within a IFA or Financial Services organisation
• Strong administrative experience
• Highly organised, self motivated and proactive
• Good knowledge of using Microsoft Office packages in particular Excel and Word
• IT literate
• Strong verbal and written communications skills
• Excellent interpersonal skills with individuals at all levels, internally and externally
• Flexible approach to work
• The ability to work on own initiative and also work as part of a team is desirable

Benefits

• Generous holiday allowance
• Fully training and ongoing personal development
• Group pension scheme
• Healthcare
• Study support
• Study material and exams fees paid
• Employee Assistance Programme
• Death in Service
• Flexible Benefits Package which includes Buy and Sell Holidays, Cycle2Work Scheme, PMI, Health Cash Plan, Dental Cover & retail discounts
• Great opportunities for career progression including all the support you need to reach your career goals
• Annual pay review: performance-linked pay increase and an annual bonus linked to company performance and KPIs

This is a fantastic opportunity for a ambitious and dedicated individual who has a passion for delivering work to the highest standards and is looking for a rewarding career.

In addition to an excellent support and development framework, you will be offered a competitive salary and the opportunity to work within a friendly team with a great working atmosphere in long-term employment.

If you have the required experience and would like to take your career to the next step, please send your CV to us ASAP!

Next Steps:

For further information, please apply by emailing your CV to Utopian Professional Recruitment ASAP.

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Whilst Utopian Professional Recruitment strives to get in touch with all our applicants, it is not always possible. If you have not heard back from us within 5 working days after sending us your CV unfortunately you have not been shortlisted for this position.

Equal Opportunities

Utopian Professional Recruitment is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.