Administrator - Financial industry
This practice has a new part time opportunity for an excellent Administrator with Financial services experience to join their rapidly expanding team. They are a growing Wealth Management/ IFA practice based in Central Farnham/ Surrey. 21 hours per week (3 days) with a salary of GBP15,000 for 3 days (FTE GBP25,000) They are looking for some forward focused, great with IT, excellent attention to detail and a hunger to grow with the business. A proactive role which requires you to build and strengthen relationships with office colleagues, clients, providers and all other associated third-parties. The role: - Working with the Financial Planner and Paraplanner to prepare information as applicable for client meetings - Ensure that post meeting requirements for information and signature are clearly marked and summarised so that the need for follow up calls and request for information is minimised - Establish and maintain electronic client files in line with company standards and up to date - records are appropriately stored at all time and available for spot checks, compliance and regulatory audits as requested - Record, monitor and drive progress of on-going work, diarising and chasing - Receive fact finds, file notes, client risk profile questionnaires and other compliance documents - Daily opening and processing of the post - Processing Letters of Authority received from the client - Process new business applications in line with my client's processes and procedures - Upon completion of client file and file sign off, upload paper file to Intelligent Office - Sending out completion Statements and letters to clients in a timely manner when the business has completed - Answer and deal with routine enquiries, via telephone, email and post, in line with the company standard - Administer existing client information amendments, updates and policy alterations - Support in the reconciliation of commission statements, bank accounts and invoices to have monthly accounts and commission figures ready for payroll and month end if required - Maintain an up to date understanding, awareness and appreciation of all compliance and regulatory guidelines that are applicable to the administration function and fully adhere to these guidelines - Maintain a flexible approach to hours and tasks so that cover is in place across the team at agreed times Experience - Relevant experience gained within an IFA environment - Excellent team working skills - The ability to prioritise and juggle workload - Excellent communication skills - both written and verbal - Attention to detail - Tenacity and ability to see things through to completion - Client confidentiality - Excellent record keeping skills - Sound knowledge of CRM systems - Sound knowledge of platforms - Good knowledge of Excel If you feel that you have the necessary skills and a great personality they would love to hear from you. Please click apply. If you haven't heard from them after 2 weeks please presum that you have been unsuccessful.