_Job title: _
Administrator / Client Account Manager
Purpose:
The purpose of this role is to act as a Financial administrator and Client Account Manager within the business and provide pre and post-sales support to the financial advisers and clients alike.
Duties and Responsibilities:
- To build a strong working relationship with the Advisers in order to provide exceptional administration support in the delivery of their business strategy.
- To build exceptional relationships with the clients, ensuring consistent, effective communication allowing them to have confidence that their instructions are understood and will be delivered upon.
- To be competent in all the organisations processes and procedures, including the use of internal and external systems in order to have a forward looking, can do attitude when dealing with client instructions.
- To provide administration support of the highest quality and consistency to the Advisers and clients, delivering on the companys commitment to getting things right first time and reducing the administrative burden to their clients.
- To ensure that all of their processes and the client experience is built around the use of the online Client portal and that you are using its full CRM capability to capture all relevant client detail to provide a personalised proactive service and to miss zero advice opportunities.
- To drive your own Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge and work collaboratively with other team members to cross skill.
Package Details:
The successful candidate for this role will receive a basic salary in the region of - £35,000. The client will also be happy to pay a higher salary for experience and outstanding behaviours, someone that totally understands what going above and beyond means, someone that thinks of the next steps and is used to managing a busy to-do list whilst being able to switch direction according to the needs of the business.
Other benefits include:
- Discretionary annual bonus usually of approx. 10% of your salary.
- Pension Contribution up to 8%
- 4x Death in service cover
- Private Medical Insurance through Vitality
- Permanent Health Insurance (income protection)
- 25 days holiday.
- Heka - a personal wellbeing and experience platform.
- Business charity days
- Support towards further industry recognised qualifications and professional development will be supported. Both study and financial support.
- Cycle to work scheme
- Working from home and flexible working is an option with this role. 3 days a week in the office ideally and 2 days at home.
The company:
The company was founded in 2014 with a vision to be the most highly referred name in financial services, delivering exceptional client service from start to finish. In under 5 years they have been recognised and awarded by their peers no less than 10 times. In order to create the best financial planning firm in the country, they have brought together broad advice permissions, efficient compliance and cutting-edge technology at a highly competitive cost. Leaning on cutting-edge behavioural finance research and using Lifestyle and Cash Flow modelling software, they see our job as empowering clients to make better financial decisions.
The Ideal Employee:
Skills
- To be aware of all relevant FCA regulations and guidelines relating to financial services including MiFID II, GDPR & PRIIPS.
- You will have a working knowledge of core financial products including pensions, ISAs, Investment Accounts, Bonds, Venture Capital Trusts, Enterprise Investment Schemes and all forms of protection.
- You will have the required skills in Adobe, Word, Excel and Outlook, alongside other system specific knowledge, to create all necessary documentation, templates and reports to brand guidelines.
- You must be able to get quickly up to speed with and understand the possibilities of CRM software and consider ways of getting more out of the system.
Competencies
- You are a self-initiated, enthusiastic and a proactive thinker and implementer, able to deploy solutions to problems before they arise and to exploit opportunities as they are seen.
- Keen to learn
- Adaptable, flexible and intuitive
- You will continually seek greater efficiencies in our processes and procedures.
- You have impeccable attention to detail and respect for our brand, delivering the highest standards for the work we deliver and our office environment.
- You are a fantastic verbal communicator and presenter and able to keep concise minutes of relevant meetings, projects and appraisals.
- Working under management direction can prioritise, plan, coordinate and drive projects to agreed milestones and timescales.
- You work with the utmost discretion using impeccable judgement to share and act on management information where required.