We're growing and want you to be a part of our journey.
Client Services Junior Administrator
Position Overview
We are looking for a self-motivated individual to provide support to the Consultants in our Croydon Office, managing data, client files, submitting Letters of Authority, managing and dealing with daily post and assisting Consultants in pre-meeting preparation and Client Reviews.
This role is fully office based in our central Croydon office.
Role and Responsibilities
- Update fact find Information to the client management system (Intelliflo)
- Obtain policy information and valuations, maintain on Intelliflo
- Ensure any deadlines given by consultants/providers are met
- Maintain up to date client files
- Assist consultants in pre-meeting preparation and annual reviews
- Managing and dealing with daily post as directed.
- Raising fees and invoices for consultants and corporate accounts
- Assist with the overflow of work in other areas
- Management of Letters of Authority; issuing and collating information.
- Register and utilise appropriate extranet/websites and other forms of e-business
- Cash Balance Monitoring
- Build and maintain strong working relationships with employees and line managers.
Key Skills & Experience
- Computer literate (Word, Excel, PowerPoint, Outlook)
- Interpersonal - team working and communicating with clients
- Proactive, willing to continue to develop, enthusiastic
- Highly organised, methodical, disciplined and meticulous
- Good organisational, time management skills and effective workload management.
- Ability to prioritise and deal with pressure
Desirable:
- Knowledge of platform providers e.g. abrdn, Aviva platform
- Knowledge of DFMs, e.g. Brewin Dolphin, Investec, Charles Stanley
- Knowledge of Investment products e.g. DFMs, model portfolios, Structured notes, ISAs, EISs and VCTs
- Knowledge of personal and group pensions, SIPPs and SSASs
- Understanding of compliance processes and issues
Demonstrated Commitment to our Core Purpose
- Power in Partnership: We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients.
- Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
- Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
- People First: We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice.
What we offer you
Isio is a people business, and we're committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that'll be available to you will enable you to do this.
On top, we also offer:
- A competitive remuneration package, including a bonus scheme.
- A defined contribution pension scheme.
- Life insurance.
- Healthcare benefits.
- Income protection benefits.
- 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional 'Company' days - a celebration day for your birthday and an extra day over Christmas.
- Corporate Social Responsibility (CSR) allowance
- Flexible working opportunities.
- A flexible benefits package.
- Internal development programmes including (technical and non-technical) training support and mentor programmes.
- Where required study support including study days, materials and exam entry support.
Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.