Client Administrator - (Financial Planning/Investments)
Salary: ?23,000 - ?28,000
A Senior Administrator is required to work for our client, a prestigious business with offices based in core cities throughout the UK. Offering a genuinely bespoke wealth management service to a diverse range of HNW individuals, our client provide investment management, financial planning, lending and private banking services.
An exciting opportunity is available for a professional and experienced Administrator to join their prestigious premises in central Manchester. Reporting directly to the Private Client Senior Manager the successful candidate will provide direct support tan Investment Manager other team members in the provision of financial planning services to clients of Private Banking.
Daily duties will be varied and consist of;
Provide, as necessary, support in responding to client queries
Maintain proactive dialogue with clients, as directed.
Maintain client files and records including new client set-up and deletion.
As required, to liaise with the operations and administration units on behalf of the team, including client acceptance, reference data, cash and fees
Prepare, check and dispatch client valuation records, either screen based or in hard copy, as required to maintain accuracy and in accordance with regulatory requirements
To effectively monitor all internal administration data.
Ensure payments are made to clients as requested and fees are debited in a timely manner.
To assist in ensuring the team meets all its obligations in respect of the client profile update process.
Booking client meetings as needed and assisting in managing the director\'s diary 10.
Carry out any other duty as may reasonably be required.
Strong Microsoft word and excel skills
Knowledge of the investment industry would be an advantage
GCSE Maths and English, C grade or above
Experience of dealing with high levels of administration
Experience of working within a financial services environment
Conscientious and willing to learn
Candidates applying for the role will be highly professional and very strong communicators. The ability to work as part of a professional team is essential, as is previous experience working as part of a Financial Planning team. First class IT skills are also required.