Our client is looking for a Client Administrator to join their team, working at their St Asaph office on a hybrid basis. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. The role will involve promoting the company's services in a professional and FCA compliant manner.
Responsibilities:
- Liaise with 3rd party providers and navigate provider platforms (easy to do, must be comfortable using software).
- Process new business applications.
- Co-ordinate Financial Planner's diaries and arrange client meetings.
- Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs.
- Respond to email enquiries and liaise directly with clients.
- Send prepared information and reports to clients.
- Ensure all data entry is completed accurately and within specified timelines.
Skills and Experience
- Experience in a Wealth Management, Financial Planning or IFA firm (6months minimum).
- A little knowledge of pensions, investments, mortgages and protection will jump you straight to the top of the queue.
- Intermediate Excel skills - e.g. Pivot tables.
- Good communication skills, comfortable with numbers, and highly organised.
- Capable of fact finding and analytical thinking.
- Love it when you delight a client with great outcomes.
- Want to be part of a team that appreciates you.
- Demonstrable experience of delivering client service at the highest level
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.
If you are interested in this position, please submit a copy of your CV to Sam at Artemis Recruitment.