Senior Administrator
Wigan
One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team.
You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm.
What you’ll be doing:
Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner
Sort and allocate the post when necessary
Meet and greet visitors when necessary
Prepare client valuations and ensure back office system is updated (Intelligent Office)
Prepare review packs when necessary
Fully utilise back office system and ensure it is kept up to date with accurate information
Process new business and follow up until policy issue
Scan and file documents using the document management system (Papercloud)
Process client withdrawals and Bed & ISA transfers
Disinvest to ensure adviser charges are paid when necessary
Complete fund switches on client portfolio’s
What you’d have:
Excellent interpersonal skills both written and verbal
Accurate with good attention to detail
Excellent time management
Excellent IT skills including knowledge of Microsoft Office products
Detailed knowledge of the FCA’s rules and requirements
Broad knowledge of the financial services sector
At least 5 years within an IFA environment
Please apply if you feel you meet the requires skillset to have a chat with one of our consultants.