Due to maternity leave within the department, my client is seeking an experienced Senior Wealth Administrator or Paraplanner to join their well-established team. The wealth administrator role deals with the administration of wealth financial products and providing customer service to clients throughout the wealth management process. The role works within the administration team. The team's main functions are business processing, sales retention, and customer experience. The successful candidate will ideally have experience supporting Financial Advisers either within a Financial Planning firm or a provider environment.
You will be responsible for:
- Opening company post, distributing to recipients, scanning and re-naming documents received and setting tasks or action points for follow ups.
- Chasing insurance providers, surgeries and medical companies for updates and information to help progress applications and keep clients up to date.
- Update clients and contact ongoing clients via emails, telephone calls, letters and text messages to ensure the receive excellent customer service and support throughout their applications.
- Uploading documentation and reports to electronic business submission platform for compliance checking in line with company and industry regulatory guidelines.
- Use information supplied by advisers to create bespoke suitability and recommendation reports for clients supporting sales advice and send to clients via electronic signature platform in line with industry regulatory guidelines.
- Updating daily reports and key spreadsheet trackers, using CRM tool for an IFA/advisory business.
- General office duties, including answering telephones, document management/scanning/filing and any other admin ad-hoc tasks.
- Complete LOAs and EBS submissions with meticulous detail / zero error rate.
- Liaise with people at all levels including GP surgeries, life and investment companies in order to gain information and expedite business.
- Mortgage and Protection Admin support as and when required.
The ideal candidate will:
- Have a minimum of 5 years Wealth Administration experience or 3 years as a Paraplanner.
- CIIR01 and RO5 qualified as a minimum.
- Ideally be a Part/fully qualified Paraplanner (Reviews & SLs).
- Be self-motivated, organised and show ability to work under pressure both within a team and on own initiative.
- Have a meticulous eye for detail, excellent problem solving and decision-making skill, commercial savvy.
- Be able to deal with sensitive and confidential information.
- Be highly focused on getting it right first time ensuring that clients receive the best level of service possible.
- Have good planning and organisation skills, with the ability to multi-task, organise and prioritise workloads.
- Must be confident, proactive, a strong team player and enthusiastic.
- Must have excellent communication skills, both written and verbal.
- Must have high level of skills within the Microsoft office package (word, excel), must have Excel proficiency.
- Embark on a PSS / Paraplanning accreditation
- Offer support to Paraplanner or Adviser role will be provided subject to performance.
- Have experience of Salesforce (desired)
- Have experience of Qwil Messenger and/or DocuSign (desired)
- Have cash flow modelling knowledge (Basic)
- Have admin Team leader experience (desired)
- Have the ability to conduct basic admin training (desired)
- All relevant company benefits post probation for duration of contract.
In return our client offers a fantastic working environment, 20 days holiday which increases to 25 days after one year's service. On successful completion of Probation - Gym Membership, Private Medical Insurance and Company Pension.