Junior Administrative AssistantMy client is a firm of professional probate genealogists that provide a comprehensive range of support services to those taking care of Estate...
A 12 month contract Private Client Administrator role has become available with my fantastic client based in the City. My client is a boutique independent wealth planner, asset manager and employee benefits specialist. They provide services to both high net worth individuals and businesses and provide clients with objective advice that is aligned to their best interests, delivered by teams steeped in financial services knowledge and experience.
The role is to provide administrative support to the Private Client Director of a successful team, and to any other members of the team who are in a technical support role. This is a busy administrative role assisting the team in delivering an outstanding holistic financial planning service to new and existing clients. The role will suit an experienced individual who enjoys working autonomously in a driven and high-performing team.
If this is something you're interested in and you're happy with a salary of £30,000-33,000 and happy with a 12 month fixed term contract then I'd love to hear from you!
Duties include but are not limited to:
-Using appropriate systems and processes to submit new business to providers
-Ensure all client information is accurately maintained on internal systems (iO and Volume), including all written and electronic communication with clients and providers, and meeting notes
-Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential
-Provide agendas and information requests prior to client meetings, if required
The successful candidate will:
-Have 3+ years' experience within the independent sector of the financial services industry, in a relevant administration role
-Have comprehensive experience of using iO to perform an administrative role, as well as the required product and process knowledge to carry out the role effectively
-Have excellent IT skills, being highly proficient in the use of Microsoft Office packages. A good working knowledge of Excel will be an advantage
-Demonstrate excellent written communication skills and a high-level of attention to detail
-Have sufficient understanding of the needs of Financial Services teams, and FCA rules and compliances, in order to effectively carry out the role
-Relevant industry qualifications will be a distinct advantage.
-Can build strong proactive working relationships with the Adviser team, clients and providers
-Is able to assist the Adviser team and clients in an enthusiastic and proactive manner, using organisation, time management and prioritising skills. Strong organisation is a must.
-Has the focus and motivation to deliver an exceptional level of customer service to clients, third parties and colleagues
-Demonstrates sound professional judgement and the ability to work well under pressure and own initiative
-Demonstrates a common-sense approach to dealing with day-to-day administrative issues
-Is punctual, presentable and professional at all times
Tate is acting as an Employment Business in relation to this vacancy.