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Private Client Administator

Job Title: Private Client Administator
Contract Type: Permanent
Location: Gatwick, West Sussex
Industry:
Salary: £20000 - £23000 per annum + Benefits Bonus
Reference: 10447/001_1521713632
Contact Name: Jane Paton
Contact Email: janepaton@srmrecruitment.com
Job Published: March 22, 2018 10:13

Job Description

Our client is a well-established asset manager, providing Investment and Financial advice. They are looking to expand their current team.

Job Purpose:

Th role supports advisers and clients alike in their goals. Reporting to the Assistant Manager within Adviser Practices. Adviser and Client Support for new business and client servicing.

Main Duties:

  • Managing leads with the Client Relationship Management (CRM) system

  • Accurate and timely data entry on to CRM

  • Arranging appointments and diary management

  • Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings

  • Call management/ Client contact

  • Data Collection on client portfolios

  • Checking new business paperwork, banking cheques, scanning documents

  • Submission of new business to Platform and Off-Platform administration teams

  • Managing cash balances and cash movements

  • Updating static information - change of name, address etc.

  • Preparing valuations

  • Assisting Advisers with fact find input

  • Archiving documents

  • Handling and administration of Incoming and Outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation

  • Task and workflow management on back office system

  • Awareness and ability to apply the Practice Manual methodology

  • Document Management

Skills & Experience required:

  • Previous financial services experience

  • Excellent attention to detail

  • IT skills

  • Team Player

  • Good communication skills - verbal and written

  • Excellent record keeping and reporting capabilities

  • Proactive nature to gain efficiencies

  • Ability to multi-task